Adding a New Customer from the Order Form in Dental Manager

Adding a New Customer from the Order Form in Dental Manager

06/11/2023

You can create a new customer directly from the order form without opening the "Sites" section manually.

Adding a New Customer

Step 1: Create a new order in Dental Manager.

Step 2: In the “Customer Information” section, click the green plus ("+") button.

Step 3: In "Dental System Control Panel", click "Add" to create a new customer.

Step 4: Enter the customer's information.

Step 5: Configure the 3Shape Communicate integration, if required.

Step 6: Save the changes.

Step 7: Close "Dental System Control Panel".

The newly created customer is now available for selection in the order form.

 


Contact 3Shape Support if you have any further questions.
 
For full information on correct usage consult the official Safety and Setup Guide and the most current Manual.

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