Overview:
You can set up a new account as either a Business Customer for organizations or a Residential Customer for individual use, while creating the account .
Steps:
Create business customer
1. Log in to Sherpadesk with valid credentials.
2. Click on the "Accounts" in the side navigation pane.
3. Click on the "New Account" button.
4. Select the Account Type as "Customer" on Create Account page.
5. Enter the Name, Email suffix and click on "Create Account & Close" button.
6. Click on "Save and Close" button on the Edit Account page to add the business customer account.
The Business customer is added successfully and displayed on the Accounts page.
Create Individual customer
1. Select the Account Type as "Individual Customer" on Create Account page.
2. Enter the Name, Email suffix and click on "Create Account & Close" button.
3. Click on "Save and Close" button on the Edit Account page to add the business customer account.
The Individual customer account is created successfully.
