Create and manage customers

The InLoox options support you with a central customer management. You can create a new customer system-wide within the options as well as directly within a project.

Create a new customer

1. Open the InLoox options by clicking on File in the upper left corner. Afterwards click on the InLoox options button 

2. Select General Options and click on Customer then on Customers. 

3. To save your changes click on OK or Apply.

Edit and delete already existing customer

• Choose a customer and click on Edit to customize the chosen customer.
• Click on Delate to remove a chosen customer from the customer list.

Effects of editing or deleting a customer

• The renaming of a customer immediately affects all relevant projects.
• The deletion of a customer immediately affects all relevant projects.