1. Click
   
   The Navigation Panel opens.
2. Click New and select Customer. ​

Note: AdaptiveWork in-line editors are equipped with and ​ options, whereas pop-up windows are not.
Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline editors by your organization's Admin user, via Layout Settings.

​​

Figure 1: Add New Customer Pop-up Window

3. Enter the new customer's name.
   
   To upload a custom icon , click the default case icon on the left.

4. Enter the new customer's business address.
5. Enter the new customer's billing address.
6. Click

​The new customer details opens in Item Detail view.

1. Navigate to any of the following modules:

• Bugs module
• Cases module
• Discussions module
• Issue module
• Projects module
• Requests module
• Risks module
• User Groups module
• Work Items module

​

2. Select an item in the grid.
3. On the ribbon, click

​OR

• Scroll to the bottom of the Relations Panel, and click the 'Add Related' link.
  
  

The Add Customers multi-find window opens.

Figure 2: Add Customers

4. Select a customer or multiple customers from the list of available customers.
   
   OR

• ​ Click

The Add New Customer pop-up window or in-line editor opens.

5. Follow Steps 3 through 6 of Adding New Customers via the Navigation Panel, above.
6. The added customer appears in the Add Customers multi-find window under Your Selections.
7. Click