Creating a customer from an existing company
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Prerequisites
Introduction
A customer record will always be linked to a company. When a customer is created, a corresponding company is generated automatically.
It is also possible to create a new customer record from a company that already exists in SoftExpert Administration.
See how to add a customer from an existing company:
Adding a customer from an existing company
1. Access the File > Customer (CT001) menu.
2. Click on the 
button.
3. Click on the From an existing company button.
4. In the Company field, select the desired company.
5. In the Customer category field, select the category that corresponds to the customer.
6. Once you are done creating the customer, click on the Finish button.
7. If you want to view the customer that has been created, click on the Customer data button.
To have more fields available when creating customers, it is possible to use forms from SoftExpert Form. To this end, the Form company type tab must have a form associated. Access the Creating company types article and learn more.
Conclusion
When a customer is created from an existing company, the company record that had already been created in the system is imported to the record of that customer as well.