Add New Customer

Quickly add a customer to the system

Full Name

Email Address Customer will use this email to register and login

Phone Number

Monthly Income (RM)

Next Steps:
After adding this customer, you can:
• Add their credit cards
• Upload their statements
• Generate reports
• Customer can register using the email above

Cancel

guide_quick_start

guide_admin_features

guide_login_system:
guide_login_desc
guide_upload_cc:
guide_upload_cc_desc
guide_upload_savings:
guide_upload_savings_desc
guide_customer_mgmt:
guide_customer_mgmt_desc
guide_generate_reports:
guide_generate_reports_desc

guide_core_features

guide_cc_tracking guide_cc_tracking_desc

guide_savings_account guide_savings_account_desc

guide_receipt_mgmt guide_receipt_mgmt_desc

guide_loan_matcher guide_loan_matcher_desc

guide_ai_analytics guide_ai_analytics_desc

guide_auto_reports guide_auto_reports_desc

guide_payment_reminders guide_payment_reminders_desc

guide_customer_features

guide_customer_login:
guide_customer_login_desc
guide_view_statements:
guide_view_statements_desc
guide_view_reports:
guide_view_reports_desc
guide_apply_loans:
guide_apply_loans_desc

guide_tips

guide_tip_batch
guide_tip_organize
guide_tip_timeline
guide_tip_match
guide_tip_accuracy

guide_need_help guide_help_desc