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Home > Jobs, Quotes and Approvals > Quotes > Add a Customer on the Fly
Add a Customer on the Fly
To add a customer or contact on the fly select the Add Customer/Contact icon next to the entry field.
A new window will be displayed for you to enter the customer information. Select Save and Add Customer/Contacts. This customer/contact will now be added to your master.


Enter the new contact or customer information and select > Save.

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