| Type | Menu item | Right |
| Create new customers | <Role> / BASIS / Create new customers |
| Click | Swipe | Views |
| 1. Accounts (if it is a Key account) | 1. Table 2. Map |
| Name | Additional information |
| Client | |
| Name 1 | |
| Name 2 | From version 18 |
| Name 3 | From version 18 |
| Street | |
| Postal code | |
| Location | |
| Telephone | |
| Mobile Phone | From version 18 |
| Fax | |
| E-mail for shipping notification | <Role> / BASIS / customer master data "E-mail for shipping notification" |
| Homepage | |
| Country | Editable only during creation |
| Language | Editable only during creation |
| Prospect attribute 1 - 6 | If translated in the backend, the respective attributes are extended here. The selectable entries are defined in the Code tables in the backend. Code list: Prospect attribute 1-6 If a Code table entry is defined, the field is mandatory. If no Code table entry is defined, a text field is provided for input, which does not require mandatory entry. |
| Price list | Defined per client in the Code tables in the backend. Code list: Price lists prospects |
| Field / Function | Online | Offline (not when using a connector) |
| Country | Editable only during creation | Editable only during creation |
| Language | Editable only during creation | Editable only during creation |
| Prospect attribute 1-6 | Editable only during creation | Until the next Data import + Data Transfer |
| Price list | Editable only during creation | Until the next Data import + Data Transfer |
| CRM Widget (from version 19) | Editable only during creation | Until the next Data import + Data Transfer |
| Request customer master data sheet | Yes | Only at the next Data import + Data Transfer |
| Transfer orders | Yes | Only at the next Data import + Data Transfer |
| Fields of customer processing (e.g. Customer's attribute, Visiting frequency, etc.) | After creation | After creation |