Create New Customers (Job Board Version)

This article will show you how to create new customers in your shopVOX Job Board account.

Customers vs Contacts

Here is a quick definition for Customer and Contacts.

  • A Customer is typically a company or organization, but can be an individual.  
  • A Contact is part of that Customer. One Customer (company or organization) can have several Contacts...and each Contact can have all the specific data you would like to add. ie. phone #, email, birthday, LinkedIn, Department, etc. 

How to Create New Customers

  1. Click the + Create button at the top of your screen
  2. Choose New Customer
Pro Tip: Hold the "n" key and press "c" for a sweet keyboard shortcut for creating new customers.
  1. Fill out some basic details
    1. Name - name of the company or organization
    2. Primary Contact Name - full name of the person you're selling to
    3. Primary Contact Email - email address of the contact person
    4. Primary Contact Phone - phone number for the contact person (not the organization)
    5. Addresses - you can store multiple addresses for a single customer in shopVOX.
  2. Click the Save button at the bottom right.

What's Next?

Nice work on creating new customers. Here's some other topics you might be interested in.

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