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Overview


At times you'll need to add a customer to your project in order to communicate with them.

Requires Agent or Project Administrator role within corresponding project.

Adding Customer


From the project, locate the Customers link on the left-nav bar of your project.

The Customers screen will display showing all current customers. In the upper right hand corner you'll find a "Add Customers".

Correctly enter the email address and click the OK button. Do not try to add an organization. Now you can add that new customer to any existing ticket.

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