Quickly add a new customer when creating an estimate or order
While creating an estimate or order, if the customer you are working with is not in your system, you do not have to close out of the screen to add them into Midnight. At the top-right hand corner of the screen, there is an option for Quick Links.
If you click the drop-down, you will see an option for “Quick Add Customer”.
When you select this option, you will receive a pop-up screen that includes many of the key fields needed for adding a new customer.
Fill out as much of the details as possible (using the process set by your company) and then click Save & Close. The new customer will be added to Midnight and will be available for use on your new estimate/order. (The customer as well as the selected CSR and Sales Rep will automatically default onto your new record.) You may fill out the remaining estimate/order screen as normal.
To make any updates or add missing information to the customer, you will find them in the CRM module with your other customer records.