In order to add a new customer, select the [+ New Customer] button in the top right corner of the customer list. The button expands a drop-down list, where you can choose the appropriate customer type (a retail customer or business entity).

The New Customer window is divided into three tabs:

• Details
• Address
• Consents

Details tab

The Details tab contains the following fields:

• Code (required)
• Customer Type (non-editable)
• Title – applicable to retail customers
• First Name (required) – applicable to retail customers
• Last Name (required) – applicable to retail customers
• Name (required) – applicable to business entities
• Date of Birth – applicable to retail customers
• Academic Title – applicable to retail customers
• TIN – applicable to business entities
• TIN Prefix – applicable to business entities
• Issuing Authority – applicable to business entities
• Description
• PESEL
• NIN
• Classification Categories
• Attributes

Address tab

On the Address tab, you can add one or more customer addresses.

When adding a new address, you can fill in the following fields:

• Address Type
• Country
• Zip Code
• City
• Street
• Street No.
• E-mail
• Phone

Consents tab

On the Consents tab, the customer can give appropriate consents to personal data processing.