The most important object in the CRM is the Party object - it can be a Customer _OR_AND_ a Supplier _OR_AND_ Employee _OR_AND_ Partner.

You can find more about the data structure here: <Universal Data Model> <Party Entity>


From a UI optics this uses the classic <Browse - Add/Edit/Delete> paradigm.





Go to <CRM><Lists><Parties> and click the <+> button to add a new Party (Customer or/and Supplier).

Here is the add/edit/delete form for a Party (Customer or/and Supplier).




* Note - you must add at least 1 (one) customer to the System and designate it as the Default Party at your Configuration file.