{"id":1206,"date":"2022-04-22T20:23:40","date_gmt":"2022-04-22T20:23:40","guid":{"rendered":"https:\/\/support.grispi.com\/knowledge-base\/how-can-i-create-a-new-customer-record\/"},"modified":"2025-06-12T10:42:58","modified_gmt":"2025-06-12T10:42:58","slug":"how-can-i-create-a-new-customer-record","status":"publish","type":"ht_kb","link":"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/","title":{"rendered":"How can I create a new customer?"},"content":{"rendered":"\n<p>1. Hover over the <strong>+Add<\/strong> button in the top left corner of the panel, then click <strong>User<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"428\" height=\"277\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user2-1.png\" alt=\"\" class=\"wp-image-1556\" style=\"aspect-ratio:1.5451263537906137;width:338px;height:auto\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user2-1.png 428w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user2-1-300x194.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user2-1-50x32.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user2-1-60x39.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user2-1-100x65.png 100w\" sizes=\"auto, (max-width: 428px) 100vw, 428px\" \/><\/figure>\n\n\n\n<p>2. On the <strong>Create User<\/strong> screen, click on <strong>Role<\/strong> and select <strong>End User<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"528\" height=\"419\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/create_user1.png\" alt=\"\" class=\"wp-image-1559\" style=\"aspect-ratio:1.260143198090692;width:369px;height:auto\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/create_user1.png 528w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/create_user1-300x238.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/create_user1-50x40.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/create_user1-60x48.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/create_user1-100x79.png 100w\" sizes=\"auto, (max-width: 528px) 100vw, 528px\" \/><\/figure>\n\n\n\n<p>3. Enter the customer&#8217;s email address, first name, last name, and phone number (including the country\/area code), then click <strong>OK<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"528\" height=\"419\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customer.png\" alt=\"\" class=\"wp-image-1561\" style=\"aspect-ratio:1.260143198090692;width:370px;height:auto\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customer.png 528w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customer-300x238.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customer-50x40.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customer-60x48.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customer-100x79.png 100w\" sizes=\"auto, (max-width: 528px) 100vw, 528px\" \/><\/figure>\n\n\n\n<p>4. To view the customers you\u2019ve created and their details, go to the <strong>Customers<\/strong> section in the left-hand menu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"254\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customers-1024x254.png\" alt=\"\" class=\"wp-image-1563\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customers-1024x254.png 1024w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customers-300x75.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customers-768x191.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customers-50x12.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customers-60x15.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customers-100x25.png 100w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/exmaple_customers.png 1429w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>1. Hover over the +Add button in the top left corner of the panel, then click User. 2. On the Create User screen, click on Role and select End User. 3. Enter the customer&#8217;s email address, first name, last name, and phone number (including the country\/area code), then click OK&#8230;.<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"googlesitekit_rrm_CAowiMm_DA:productID":"","footnotes":""},"ht-kb-category":[50],"ht-kb-tag":[],"class_list":["post-1206","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-customers"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v18.7 (Yoast SEO v20.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How can I create a new customer? - Grispi Support<\/title>\n<meta name=\"description\" content=\"How to create a new customer from scratch in Grispi? How are customer information fields organized? Detailed information is here.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I create a new customer?\" \/>\n<meta property=\"og:description\" content=\"How to create a new customer from scratch in Grispi? How are customer information fields organized? Detailed information is here.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/\" \/>\n<meta property=\"og:site_name\" content=\"Grispi Support\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-12T10:42:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user2-1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/\",\"url\":\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/\",\"name\":\"How can I create a new customer? - Grispi Support\",\"isPartOf\":{\"@id\":\"https:\/\/support.grispi.com\/en\/#website\"},\"datePublished\":\"2022-04-22T20:23:40+00:00\",\"dateModified\":\"2025-06-12T10:42:58+00:00\",\"description\":\"How to create a new customer from scratch in Grispi? How are customer information fields organized? Detailed information is here.\",\"breadcrumb\":{\"@id\":\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/support.grispi.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How can I create a new customer?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/support.grispi.com\/en\/#website\",\"url\":\"https:\/\/support.grispi.com\/en\/\",\"name\":\"Grispi Support\",\"description\":\"Easiest Way to Manage Customer Relationships\",\"publisher\":{\"@id\":\"https:\/\/support.grispi.com\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/support.grispi.com\/en\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/support.grispi.com\/en\/#organization\",\"name\":\"Grispi\",\"url\":\"https:\/\/support.grispi.com\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/support.grispi.com\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/support.grispi.com\/wp-content\/uploads\/2022\/08\/Grispi-Logo-1-2.png\",\"contentUrl\":\"https:\/\/support.grispi.com\/wp-content\/uploads\/2022\/08\/Grispi-Logo-1-2.png\",\"width\":85,\"height\":36,\"caption\":\"Grispi\"},\"image\":{\"@id\":\"https:\/\/support.grispi.com\/en\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How can I create a new customer? - Grispi Support","description":"How to create a new customer from scratch in Grispi? How are customer information fields organized? Detailed information is here.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/","og_locale":"en_US","og_type":"article","og_title":"How can I create a new customer?","og_description":"How to create a new customer from scratch in Grispi? How are customer information fields organized? Detailed information is here.","og_url":"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/","og_site_name":"Grispi Support","article_modified_time":"2025-06-12T10:42:58+00:00","og_image":[{"url":"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user2-1.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/","url":"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/","name":"How can I create a new customer? - Grispi Support","isPartOf":{"@id":"https:\/\/support.grispi.com\/en\/#website"},"datePublished":"2022-04-22T20:23:40+00:00","dateModified":"2025-06-12T10:42:58+00:00","description":"How to create a new customer from scratch in Grispi? How are customer information fields organized? Detailed information is here.","breadcrumb":{"@id":"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-new-customer-record\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/support.grispi.com\/en\/"},{"@type":"ListItem","position":2,"name":"How can I create a new customer?"}]},{"@type":"WebSite","@id":"https:\/\/support.grispi.com\/en\/#website","url":"https:\/\/support.grispi.com\/en\/","name":"Grispi Support","description":"Easiest Way to Manage Customer Relationships","publisher":{"@id":"https:\/\/support.grispi.com\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/support.grispi.com\/en\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/support.grispi.com\/en\/#organization","name":"Grispi","url":"https:\/\/support.grispi.com\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/support.grispi.com\/en\/#\/schema\/logo\/image\/","url":"https:\/\/support.grispi.com\/wp-content\/uploads\/2022\/08\/Grispi-Logo-1-2.png","contentUrl":"https:\/\/support.grispi.com\/wp-content\/uploads\/2022\/08\/Grispi-Logo-1-2.png","width":85,"height":36,"caption":"Grispi"},"image":{"@id":"https:\/\/support.grispi.com\/en\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/support.grispi.com\/en\/wp-json\/wp\/v2\/ht-kb\/1206","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.grispi.com\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.grispi.com\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.grispi.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/support.grispi.com\/en\/wp-json\/wp\/v2\/comments?post=1206"}],"version-history":[{"count":5,"href":"https:\/\/support.grispi.com\/en\/wp-json\/wp\/v2\/ht-kb\/1206\/revisions"}],"predecessor-version":[{"id":3622,"href":"https:\/\/support.grispi.com\/en\/wp-json\/wp\/v2\/ht-kb\/1206\/revisions\/3622"}],"wp:attachment":[{"href":"https:\/\/support.grispi.com\/en\/wp-json\/wp\/v2\/media?parent=1206"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.grispi.com\/en\/wp-json\/wp\/v2\/ht-kb-category?post=1206"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.grispi.com\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=1206"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}