AnswersTrackerHow to Add a Customer/Reporter in Tracker (Agents Only)

How to Add a Customer/Reporter in Tracker (Agents Only)

Owned by Tylor Cardone
Last updated: Sep 13, 2023 by Daniel LaGrow

Step-by-step guide


  1. Click Customers on the left hand side.
    Customers button on the left hand side.
  2. Click Add Customers in the top right.
    Add Customers button with a big red box around it.
  3. In the text field, enter their Fredonia email address and click add.
    Add Customers section with a test email inside.
  4. Now that user can be entered as a reporter.



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