Before you start
You need permission to create customers and the required identity details. Email is optional; an organisation needs its legal name.
Follow these steps
- Search existing customers and relevant contacts.
- Choose individual or organisation.
- Enter the required identity details and relevant optional contact information.
- Review any duplicate candidates.
- Select the existing record or explicitly confirm that this is a different customer.
- Save and inspect the resulting record.
Check the result
The customer has the identity and contact information you supplied. A missing email does not remove other required fields.
If you get stuck
Review the specific validation message and duplicate candidates. Do not invent an email address or bypass a likely duplicate with altered spelling.
One thing to remember
Duplicate review can use supported names, phone numbers, tax identifiers and contact details as well as email. A supported merge is a deliberate reviewed action, not an automatic consequence of a match.
Keep going
Still need a hand?
Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.
Open a support ticket. Visitors without a workspace can contact us.
Still stuck?
Before contacting support:
- Confirm the workspace, record number, date range and status.
- Check your role permissions and the source document.
- Refresh once and search for the record before repeating a submission.
- Check the relevant guide for the next action; do not force a match, posting or approval.
If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.