The customer management tool in Party Rental Planner is meant to be simple and intuitive. It is our hope that the customer management screen is so simple that you won't need this video at all.
To create a customer in Party Rental Planner click on the ‘customers’ menu items. You will then see a list of all of your customers. The list shows the customer’s name, organization name, phone number, city and email address.
To add a new customer click on the ‘Add’ button. A new screen will appear with fields for your new customer. Enter all the field data you have for your customer. The only mandatory field is the ‘First Name’.
Once you have entered all of the customer information, click the ‘save’ button. Once the customer has been saved you can once again view all of your customers by clicking on the ‘customers button’. Your customer should now appear in the list.