SSF Ops — Simple Smart Field Services Operations

SSF OPS WIKI

Create a customer

Customers · Company administrator · Available

Register the customer display name, type, legal name and tax number.

Illustrative demo image of Create a customer
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Sign in with a role allowed to access customers.
  2. Open Customers and choose Create a customer.
  3. Review the customer and company site context where this function uses them.
  4. Complete or review these controls: Customer name, Arabic name, Type, Legal name, VAT number.
  5. Register the customer display name, type, legal name and tax number.
  6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

  • Customer name
  • Arabic name
  • Type
  • Legal name
  • VAT number

Guide updated 2026-09-27. Release changes must update this page and its image together.

Create a customer | SSF Ops Wiki