Creating a Customer
Definition of customer
In Markee we classify by company. In this case, the customer is synonymous with a company. Each company must have at least one location. The location is either the physical address where the company provides its products and services, or it is a specific area within the company. For example, in a group practice, each doctor can be set up as a separate location so that there is central administration and billing, but the individual doctor profiles are separate.
If the customer is not already created in Markee, this is your first step: