{"id":7738,"date":"2021-11-11T19:22:31","date_gmt":"2021-11-12T00:22:31","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=7738"},"modified":"2023-06-14T08:52:51","modified_gmt":"2023-06-14T12:52:51","slug":"creating-customer-records","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/creating-customer-records\/","title":{"rendered":"Creating Customer Records"},"content":{"rendered":"\n<p>Creating customer records is easy in Artisan. Watch this video or read the instructions below to learn more.<\/p>\n<div style=\"padding: 71.43% 0 0 0; position: relative;\"><iframe loading=\"lazy\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"Creating Customer Record\" src=\"\/\/player.vimeo.com\/video\/657847229?title=0&amp;amp;byline=0\" width=\"425\" height=\"350\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<p>From the &#8220;<strong>Main Menu<\/strong>,&#8221; click on the &#8220;<strong>Customers<\/strong>&#8221; shortcut at the top of the screen.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h05_28-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-7740  aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h05_28-1.png\" alt=\"\" width=\"663\" height=\"438\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h05_28-1.png 1112w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h05_28-1-300x198.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h05_28-1-1024x677.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h05_28-1-768x508.png 768w\" sizes=\"auto, (max-width: 663px) 100vw, 663px\" \/><\/a><\/p>\n<p>If you have &#8220;<strong>Sample Data<\/strong>&#8221; loaded or have imported records from a previous POS software, you&#8217;ll already have some customers in your &#8220;<strong>Customer Records<\/strong>&#8221; list. If not, your list will be blank.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h08_22.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-7741  aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h08_22.png\" alt=\"\" width=\"705\" height=\"467\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h08_22.png 1108w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h08_22-300x199.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h08_22-1024x678.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h08_22-768x509.png 768w\" sizes=\"auto, (max-width: 705px) 100vw, 705px\" \/><\/a><\/p>\n<p>Click on the &#8220;<strong>Add A New Record<\/strong>&#8221; button.<\/p>\n<p>Input the customer&#8217;s information, such as first and last name, address, and any other applicable fields.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h09_47.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-7742 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h09_47.png\" alt=\"\" width=\"728\" height=\"468\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h09_47.png 1108w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h09_47-300x193.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h09_47-1024x659.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/11\/2021-11-11_14h09_47-768x494.png 768w\" sizes=\"auto, (max-width: 728px) 100vw, 728px\" \/><\/a><\/p>\n<p>You can also collect this information from their driver&#8217;s license. Click <a href=\"https:\/\/certek.com\/kb4\/collecting-data-through-credit-card\/\">here<\/a> to learn how.<\/p>\n<p>Learn about some of the other Customer Records tabs, and other information:<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/customer-shipping-info\/\"><strong>Customer Shipping Info<\/strong><\/a><\/p>\n<p><strong><a href=\"https:\/\/certek.com\/kb4\/add-image-to-a-customer\/\">Add Image to a Customer<\/a><\/strong><\/p>\n<p><strong><a href=\"https:\/\/certek.com\/kb4\/view-customer-purchase-history\/\">View Customer Purchase History<\/a><\/strong><\/p>\n<p><strong><a href=\"https:\/\/certek.com\/kb4\/adding-dates-and-relationships-to-customer-records\/\">Adding Dates and Relationships to Customer Records<\/a><\/strong><\/p>\n<p><strong><a href=\"https:\/\/certek.com\/kb4\/adding-notes-and-memos-to-customers\/\">Adding Notes and Memos to Customers<\/a><\/strong><\/p>\n<p><strong><a href=\"https:\/\/certek.com\/kb4\/loyalty-clubs-tracked-coupons\/\">Loyalty Clubs &amp; Tracked Coupons<\/a><\/strong><\/p>\n<p><strong><a href=\"https:\/\/certek.com\/kb4\/merging-duplicate-customers-records\/\">Merging Duplicate Customers Records<\/a><\/strong><\/p>\n<p><strong><a href=\"https:\/\/certek.com\/kb4\/customer-types-price-levels\/\">Customer Types (Price Levels)<\/a><\/strong><\/p>\n<p><strong><a href=\"https:\/\/certek.com\/kb4\/creating-a-customer-list\/\">Creating a Customer List<\/a><\/strong><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Creating customer records is easy in Artisan. Watch this video or read the instructions below to learn more. &nbsp; From the &#8220;Main Menu,&#8221; click on the &#8220;Customers&#8221; shortcut at the top of the screen. If you have &#8220;Sample Data&#8221; loaded or have imported records from a previous POS software, you&#8217;ll&#8230;<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[306],"ht-kb-tag":[],"class_list":["post-7738","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-customer-records"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/7738","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=7738"}],"version-history":[{"count":11,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/7738\/revisions"}],"predecessor-version":[{"id":17991,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/7738\/revisions\/17991"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media\/17990"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=7738"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=7738"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=7738"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}