Create a customer

Add customers when you are ready to forward a release to an internal or external customer.

PRIVILEGES: No special privileges required.

To create a customer:

  1. Select File | New | Customer. The New Customer dialog box opens.

  2. For Name, enter the customer's name.

  3. For Location, enter the customer's physical location.

  4. For Project, enter the name of the project.

    Note: The combination of customer name, location, and project must be unique in the Dimensions CM database.

  5. (Optional) For Contact, enter the customer's contact details.

  6. (Optional) Select the Comments tab and add more information about the customer.

  7. Click OK.

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