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Planview Customer Success Center

Adding New Customers

Adding New Customers

This page describes adding new customers into the AdaptiveWork system and includes the following sections:

​ About Adding New Customers

New customers can be added to AdaptiveWork from the Navigation Panel, a Relations Panel Add Related link, as well as from the Customers module.

Adding New Customers via the Navigation Panel

  1. Click 202018337_navigation_panel_tag-1-.jpg

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

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

Note: AdaptiveWork in-line editors are equipped with 202018347_more-5-.png and 202018357_less.jpg ​ 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.

​​202061438_add_new_cust.jpg

Figure 1: Add New Customer Pop-up Window

  1. Enter the new customer's name.

    To upload a custom icon , click the default case icon on the left.

202018367_cust_icon_name.jpg

  1. Enter the new customer's business address.
  2. Enter the new customer's billing address.
  3. Click 202061448_save-14-.png

​The new customer details opens in Item Detail view.

Adding New Customers via Add Related

  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

Note: The inclusion of any or all modules in the Navigation Panel is defined by your organization's Admin user via the Layout Settings.
  1. Select an item in the grid.
  2. On the 202061458_add-related-1-.png ribbon, click 202061468_cust_btn.jpg

​OR

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

    202018377_add_related_link.jpg

The Add Customers multi-find window opens.

202061478_add_cust.jpg

Figure 2: Add Customers

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

    OR
  • Click 202018387_add-8-.jpg

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

  1. Follow Steps 3 through 6 of Adding New Customers via the Navigation Panel, above.
  2. The added customer appears in the Add Customers multi-find window under Your Selections.
  3. Click 202018397_ok-24-.jpg

Adding New Customers via the Customers Module

Note: The inclusion of the Customers modules in the Navigation Panel is defined by your organization's Admin user via the Layout Settings.
  1. Navigate to the Customers modules.
  1. On the 202061488_common-5-.png ribbon, click 202018407_add_cust_bttn.jpg

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

  1. Follow Steps 3 through 6 of Adding New Customers via the Navigation Panel, above.