To add a new customer to your uText account, follow these steps:


1. Click the People tab.


2. Click Add Customer.


3. From the Contact Type drop-down menu, select Customer or Prospect.


4. In the First Name field, enter the contact's first name.

 

5. In the Last Name field, enter the contact's last name.

 

6. In the Email field, enter the contact's email address.

 

7. In the Text Number field, enter the contact's phone number for texting.

 

8. In the Address Line fields, enter the contact's address.


9. In the City, State, and Zip Code fields, enter the contact's city, state, and zip code.


10. From the Gender drop-down menu, enter the contact's gender.

 

11. In the Birthdate field, enter the contact's birthdate.


12. In the Notes field, enter any notes you wish.



13. Click Save.