How do I add a new customer?

Customers

Add a new utility customer.

What's new

Adding a new customer - copy from an existing customer

Use these instructions to use the utility information from an existing location to set up a new customer.

Do this...

1. Open Connect Utility Management > Customers > Setup New Customers.

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2. Click to select the checkbox titled Copy From Previous Customer.

How do I change the default setting to copy from a previous customer?

Copy from previous customer

The location address, meter information, and billing services from the previous customer are added to the new customer record.

3. Verify the customer number and customer information.

You must save the customer record before you can add a cosigner or master contact. That's why the Cosigner and Master Contact fields are not available in the Setup New Customers form.

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4. Review the Meters.

Add, edit, or delete meters. For more information, see the help topic titled How do I change a customer's meters?

5. Review the Billing Services.

Add, edit, or delete billing services. These changes will only affect the current customer. For more information, see the help topic titled How do I change a customer's billing services?

6. Review the Deposits.

Add or remove a deposit. For more information, see the help topic titled How do I add a deposit to a customer?

7. Click Save (CTRL+S).

The new customer is set up and saved. To add a cosigner, see the help topic titled How do I add a cosigner to a customer? To add a master contact, see the help topic titled How do I add a master contact to a customer?.

Updated 07Aug2018

Adding a new customer - start from scratch

Follow these instructions to add a new customer at a new location.

Do this...

1. Open Connect Utility Management > Customers > Setup New Customers.

2. Remove the checkmark from the checkbox titled Copy From Previous Customer.

Copy from previous customer

3. Verify the customer number and customer information.

You must save the customer record before you can add a cosigner or master contact. That's why the Cosigner and Master Contact fields are not available in the Setup New Customers form.

4. Review the Meters.

Add, edit, or delete meters. For more information, see the help topic titled How do I change a customer's meters?

5. Review the Billing Services.

Add, edit, or delete billing services. These changes will only affect the current customer. For more information, see the help topic titled How do I change a customer's billing services?

6. Review the Deposits.

Add or remove a deposit. For more information, see the help topic titled How do I add a deposit to a customer?

7. Click Save (CTRL+S).

The new customer is set up and saved. To add a cosigner, see the help topic titled How do I add a cosigner to a customer? To add a master contact, see the help topic titled How do I add a master contact to a customer?.

Updated 07Aug2018

 

 

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