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. Select File | New | Customer.

  2. On the General tab of the New Customer dialog box, for Name, type the customer's name.

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

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

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

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

  7. Optionally, click the Comments tab and add more information about the customer.

  8. Click the OK button.

Related Topics

About Releases and Customers

Selecting a Customer

New Customer Dialog Box