Symbient Opta User Documentation
Topics
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Reopen Previously Closed Dashboard Widgets Live Chat with Your Organization Navigate & Search for Pages in the Menu See Your Upcoming Events for Today Update Your User Settings Enable 2-Factor Authentication New Header Icon
Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
Create Invoices Add Items to Invoices Capture Payments from Invoices Setup Repating Invoices Create Invoice PDFs Create Invoices from Customer Orders Search for Invoices
Create Received Payments Add Items to Received Payments Create Deposits from Received Payments Create Received Payment PDFs Search Received Payments
Create Deposits Create Deposit PDFs Search Deposits
Create Expenses Create Expense Types Add Items to Expenses
Pay Bills
Create Purchase Orders Add Items to Purchase Orders Search Purchase Orders
Add Items to a Refund
Bulk Load Companies & Business Customers Bulk Load Contacts & Individual Customers Bulk Load Products Build Your Bulk Load Lists
Manage Companies Add Companies
Company Overview Custom Fields
Manage Lists Add Lists Edit Lists Delete Lists
Predefined Lists
Manage My Company Add Employees Make Payments
Setup & Configuration
User Roles Predefined User Roles Assign User Roles Add User Roles Modify User Roles Delete User Roles
Vendors & Suppliers
Assets
Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
Create Customers Custom Fields Delete Customers Search Customers Contacts for Customers
Create Customer Deal Stages Delete Customer Deal Stages Search Customer Deal Stages
Deals Dashboard Add Deals from Dashboard
Create Quotes Add Items to Quotes Delete Quotes Search Quotes
Departments Designations Documents Employees Org Chart Policy Manager Process Manager Requests Time Tracker Manager
Schedule and View Events Add Notes or Attachments to an Event View Calendars for Colleagues Third Party Calendars
Send Messages Within Opta Delete, Mark as Read, or Mark as Unread Messages View Sent Messages
Create Personal Notes
Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
Create Defects Add Notes to Defects
Create Milestones Add Tasks to Milestones Add Notes to Milestones
Project Types
Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

How to Create Customers

Prerequisites: None Alternatives: Bulk Load Contacts & Individual Customers
Bulk Load Companies & Business Customers
 See Also: Delete Customers
Search Customers


  1. Log into Symbient Opta and click on the menu options: CRM> Customers.
    • You will now see a list of any existing Customer along with the Add button.
  2. Click the Add button to create a new Customer.
    1. Add button provides choice of Individual or Customer.
      1. Individual - See Individual Customers below.
      2. Company - See Company Customers below.
  3. Once you have successfully saved your Customer, you can now add Contacts for the Customer. See Contacts for Customer.
  4. Once you have successfully saved your Customer, you are now ready to fill in any custom fields on the Additional tab (Update Custom Fields on a Customer).
  5. Once you have successfully saved your Customer, you can add Notes and Attachments (How to Add Notes and How to Add Attachments).
    • Note: Attachments only available for Individual Customer.
  6. Once you have successfully saved your Customer, you can see Invoice History on the History tab.
    • For more details on how to create a Invoice, see How to Create an Invoice.
    • Note: Attachments only available for Individual Customer.


Individual Customers
  1. When the Customer entry screen opens, fill in all the required information along with options information and click Save.
    1. Required Fields
      1. Company - This is your company and is auto populated by default.
      2. First Name
      3. Last Name
    2. Optional Fields
      1. Contact Owner - Employee of your Company.
      2. Employer
      3. Email
      4. Phone
      5. Address 1
      6. Address 2
      7. City
      8. State
      9. Zip Code
      10. Country
      11. Time Zone
      12. Buyer Persona


Individual Customers
  1. When the Customer entry screen opens, fill in all the required information along with options information and click Save.
    1. Required Fields
      1. Name - Name of the company.
    2. Optional Fields
      1. Email
      2. Phone
      3. Owner - Employee of your Company.
      4. Website
      5. Tags / Keywords - These are keywords/phrases that are related to this customer, their business, industry, and interests. This information is used to help tailor this application to your customer's needs.
      6. Address 1
      7. Address 2
      8. City
      9. State
      10. Zip Code
      11. Country
      12. Time Zone
      13. Buyer Persona
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