Creating a New Customer

Purpose

Add customers when you are ready to forward a release to an internal or external customer.

PRIVILEGES  No special privileges required.

To create a customer:

  1. On the Baselines tab, click the Manage Releases button.

  2. On the Customers tab, click the New button.

  3. For Name, type a name for the customer.

  4. For Location, type the customer's physical location.

  5. For Project, type the name of the project.

  6. NOTE  The combination of customer name, location, and project must be unique in the Dimensions CM database.

  7. Optionally, for Contact Details, type the customer's contact details.

  8. Optionally, for Comments, add more information about the customer.

  9. Click OK.

Related Topics

About Releases and Customers

Selecting a Customer

New Customer Dialog Box