When you create a new project you will be presented with a “New Project” window allowing you to name the project and add your customer. To add a customer simply start typing the name in the “Customers and Team” search box.
If the customer exists in the contacts list you will see their name appear in the drop down list. Select the correct customer from the drop down list to have them added to the project. If your customer is new and is not in the list of possible matches Press the “Enter” key on your keyboard.
This will open the “Add New Person” window which will allow you to enter the new customer to either an existing company or a new company. Fill out as much information as possible and click OK button. This is called adding a customer “On the Fly” to your project as well as adding the customer information to your contact list for future use.