⌘K
Customers

New Customer (Person)

Section 01

PERSONAL INFORMATION


Auto-filled when you scan a passport / Emirates ID.

Auto-filled from the document.

Section 02

CONTACT INFORMATION


Section 03

IDENTITY DOCUMENTS


Upload scanned copies of ID, passport, visa, etc. PDF, JPG or PNG, max 10 MB each.


Section 05

MAIN ADDRESS INFORMATION


Cities in United Arab Emirates


Cities in United Arab Emirates


Cities in United Arab Emirates

Master Data

LINKED COMPANIES


Add this customer to one or more companies. Each link gets its own customer code, role, and account manager. The customer record itself stays as single master data.

Section 08

ACCOUNT MANAGER


The employee who owns this customer relationship.

Section 09

FOLLOW UP EMPLOYEE


Receives follow-up reminders for this customer.