---
title: "How to Manually Create a Customer Record"
canonical: "https://bizcore.refined.site/space/BCKB/2009038860/How%20to%20Manually%20Create%20a%20Customer%20Record"
format: markdown
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> Macro (toc)

# **Overview**

Biz Core automatically creates a customer record when an individual or business interacts with the system. This includes when a payment agreement is set up via the [self-service page](https://bizcore.refined.site/space/BCKB/1779728385/Self-Service+Page) or [payment gateway](https://bizcore.refined.site/space/BCKB/1830322183/Payment+Gateway), or when an [application](https://bizcore.refined.site/space/BCKB/1779826689/Loan+Application+Process) or [lead](https://bizcore.refined.site/space/BCKB/1776975877/Lead+Management) is received through the [application form](https://bizcore.refined.site/space/BCKB/1776615437/Application+Form+Setup). 

Customer records are also created when users manually create a [loan](https://bizcore.refined.site/space/BCKB/2004156427/How+to+Manually+Create+a+Loan), [application](https://bizcore.refined.site/space/BCKB/2004484104/How+to+Manually+Create+a+Loan+Application) or [ad-hoc payment agreement](https://bizcore.refined.site/space/BCKB/1806729224/Ad-hoc+Payment+Agreements) for a new customer. All related items including agreements, leads, applications and loans are automatically linked to the customer record. 

Users can also create customer records manually to store customer-specific information, similar to a CRM. These records can be reused for future loans, applications or payment agreements, reducing duplicate data entry and ensuring consistency.

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# **Customer Creation Setup Wizard**

To manually create a new customer record, use the sidebar to navigate to **Workspaces → Customers**:

![access-customer-screen.gif](media://47ef5472-fe40-4b34-a19c-6f597c839502)

From here, hover over the **Actions ≡ **icon on the bottom right and select **Create New Customer** to launch the creation wizard:

![create-new-customer.gif](media://7e8469b0-176d-4c2c-9e81-b5e84fef6db1)

Users can now follow the steps in the creation wizard to manually create a new customer.

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# **Create Customer**

Use the dropdown menu to select whether the customer is an individual or a business:

![image](media://a60ef3ea-dfe9-463a-8f9f-faf2d08a752a)

From here users can use the fields to input details about the customer.

## **Create an Individual Customer**

Each field for creating an individual customer record is explained below, mandatory fields are marked with an asterisk:

- **First Name***: Enter the customers first name.
- **Last Name***: Input the surname of the customer.
- **Date Of Birth***: Enter the customer’s birth date in DD/MM/YYYY format, or click the **Calendar **📆 icon to launch the date picker and select it.
- **Gender**: Use the dropdown menu to select the customer’s gender.
- **Marital Status**: Use the dropdown menu to select the relationship status of the customer.
- **No. of Dependants**: Open the dropdown menu to input the number of dependants the customer has.
- **Nationality**: Choose the customer’s nationality from the dropdown menu.
- **Phone Number***: Enter the customer’s preferred contact number, users can click the **Phone **📱icon to switch between mobile, residential or business number formats:

![image](media://52a76dd7-bdf9-4bed-af5e-0023a1f02dda)

- **Email***: Input the customer’s preferred email address.
- **External Reference**: Although Biz Core will create a unique reference number for each customer, users can add an ID into this field. This will be stored along with their personal details in the record, useful if they have an ID from a different CRM.

After completing the fields users can click **SUBMIT** to create the record or **CANCEL** to discard it. Once created, the record will immediately launch.

## **Create a Business Customer**

Each field for creating a business customer record is explained below, mandatory fields are marked with an asterisk:

- **Company Name***: Enter the companies registered business name.
- **Trading Name***: Input the name the company is trading as.
- **Country**: Select the country the business trades in from the dropdown menu.
- **ABN**: Enter the companies Australian Business Number.
- **ACN**: Input the business' Australian Company Number.
- **TFN**: Enter the business' Tax File Number.
- **ACL**: Input the companies Australian Credit Licence number.
- **ARN**: Input the companies Association Registration Number.
- **External Reference**: Although Biz Core will create a unique reference number for each customer, users can add an ID into this field. This will be stored along with their personal details in the record, useful if they have an ID from a different CRM.
- **Phone Number***: Enter the businesses contact number, users can click the **Phone **📱icon to switch between mobile, residential or business number formats:

![image](media://52a76dd7-bdf9-4bed-af5e-0023a1f02dda)

- **Email***: Input the businesses contact email address.

After completing the fields users can click **SUBMIT** to create the record or **CANCEL** to discard it. Once created, the record will immediately launch.

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