Create a new 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. In the Baselines view, click the Manage Releases button.

  2. Select the Customers tab and click the New button.

  3. For Name, enter a name for the customer.

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

  5. 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.

  6. Optionally, for Contact Details, enter the customer's contact details.

  7. Optionally, for Comments, add more information about the customer.

  8. Click OK.

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