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Guidelines
Go to Customers → Customer list → Add customer.
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Fill in the customer details and address, then click the Add button. Note red asterisks on the left-hand side which indicate obligatory fields. In this case, Customer name is the minimum information required.
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Your XTM Cloud customer has now been added to the Customers list.
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Newly created XTM Cloud customers are not automatically assigned to the user that created them, in the Project Manager field. |