How to create a new Customer

* You must have a dealer-level login to Infinite Device Management to be able to complete this process.

  1. Ensure you are logged into the Infinite Device Management web site using a dealer-level login.
  2. Navigate to Administration, then Customers, and click the Create new customer button in the toolbar. This will bring you to the Customer Details screen.
  3. On the customer details screen, do the following:
a) Enter the customer's company name in the Customer Name field.
b) If you have access to more than one dealer, pick the appropriate dealer from the Dealer drop down.
c) Choose the currency you wish to use to report costs for this customer.
d) Choose the customer's time zone. If the customer's offices span multiple time zones, you can address that later by creating multiple sites for a customer; for now, choose one of them.
e) Enter the contact information for the customer. At minimum, you must enter a name and e-mail address.

4. Click the Save button at the bottom of the page to create the customer record.

5. You will receive an e-mail message which provides you with the Activation code for the customer you just created.
How did we do with this article?