Creating a customer: fields, salutations, customer number
Almost nothing is required: only the last name, plus the company name for companies. All fields in detail, the automatic customer number — and why Gantway does not detect duplicates.
The quick walkthrough is in the Getting Started article Creating your first customer; this article covers the details of every field. The form opens via the sidebar under Customers with the "Create new customer" button and is completed with "Save". By default, admin, planner and team lead may create and edit customers.
Almost nothing is required
The salutation options are Mr., Ms., Diverse, Company and Family. What is required depends on which you pick:
- The last name is always required, even for company customers.
- For "Company", the company name is added as a required field, and the first-name field becomes the contact person.
Everything else is optional and can be added at any time: email, phone, address, website, VAT ID and notes. The limits are generous, with names and city up to 100 characters, company up to 200 and notes up to 2000.
The customer number
Gantway automatically assigns sequential numbers ("KD-001", "KD-002", …). Only the Admin may change them manually, and only on an existing customer: Customers → open the customer → the "Master Data" tab → "Edit", field "Customer No.". Handy for continuing a number series from a legacy system.
Auch bekannt als: create customer, salutation, company, customer number, duplicate.