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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.

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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