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There are very few information you need to gather to create a customer record:

  • A customer name*: it usually is a company's entire name, like ACME Ltd. However, if you do have B-to-C activity it may very well be the individual's full name, as in John DOE.
  • An abstract*: also known as short name, or nickname. Using the former examples, it could be ACME or John.
  • A main address: not mandatory al this stage, but strongly recommended to be able to record a sales document. You can also fill in the address information when entering a new commercial document for the customer.


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