# Add Customers (https://docs.carlio.app/docs/customers/add-a-customer)

Create a customer record and correct its details later



Add a customer before opening a deal, because every deal needs a customer.

**Requirements:** The **Add Customers** permission and **Customer Directory Access**. Editing needs the customer update permission, held by the Owner and Manager roles. The **Sales Partner** field appears only with **Partner Directory Access**.

## Steps [#steps]

1. Select **[Customers](https://carlio.app/dashboard/customers)** in the sidebar.
2. Select **New Customer**. The **Add a Customer** dialog opens.
3. In **Customer Type**, select **Individual** or **Company**.
4. Enter the name in **Full Name** or **Company Name**. The name is the only required field.
5. Optional: open the **Contact details** section and enter **ID Number**, **Email**, **Phone**, **Country**, **City** and **Address**.
6. Optional: open the **Source** section.
   1. In **Sales Partner**, select the partner who introduced the customer.
   2. In **How they found us**, select **Direct**, **Through a partner**, **Referral** or **Other**.
7. Optional: open the **Notes** section and enter **Internal notes**.
8. Select **Add Customer**.

![The Add a Customer dialog with the Contact details section open](https://storage.carlio.app/public/docs/0ed48ee8-1adf-47af-b707-13fba621b57c.webp)

The toast shows the customer name followed by **added**.

## Edit a customer [#edit-a-customer]

1. Open the customer page.
2. Select **Edit**. The **Edit Customer** dialog opens with the same fields.
3. Change the fields and select **Save Changes**.

The toast **Customer updated** confirms the change. A change to the customer record does not change deals that are already agreed.

## Edit a contact value in place [#edit-a-contact-value-in-place]

The **Contact** card in the side column edits one value without the dialog.

1. Select the value of **ID Number**, **Email**, **Phone** or **Address**.
2. Enter the new value.
3. Press Enter or select the save button. Escape or the cancel button discards the change.

An empty value clears the field. An invalid email address is refused with an error toast.

## Notes [#notes]

* Selecting a sales partner sets **How they found us** to **Through a partner**.
* The **ID Number** is printed under the name of the customer on an invoice.
* The **Export** badge on the customer page is calculated from the country. It appears when the customer country differs from the dealership country. A missing country on either side shows no badge.
* A customer without an email address or phone still works in deals. The **Contacts** card of a deal shows **No contact details recorded**.