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How to create a customer
How to create a customer
Guidelines
Go to Customers → Customer list → Add customer.
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.
Your XTM Cloud customer has now been added to the Customers list.
Newly created XTM Cloud customers are not automatically assigned to the user that created them, in the Project Manager field.
, multiple selections available,
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