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Create and manage customers


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 9.0 All support articles InLoox options Create and manage customers

The InLoox options support you with a central customer management. You can create a new customer system-wide within the options as well as directly within a project.

 

Create a new customer

1. Open the InLoox options by clicking on File in the upper left corner. Afterwards click on the InLoox options button Click on the button to open the InLoox options

2. Select General Options and click on Customer then on Customers

How to create a new customer in the InLoox options

3. To save your changes click on OK or Apply.

 

Edit and delete already existing customer

 

Effects of editing or deleting a customer