--- title: Add/Edit Customer or Account description: Add/Edit Customer or Account --- [Skip to content](https://nexusengage.com/support/add/edit-customer-or-account#main-content) English Show submenu for translations ![fb2acfcb-b621-467c-ac7f-d5d4beee378d-1](https://nexusengage.com/hs-fs/hubfs/fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png?width=200&height=53&name=fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Nexus Website](https://nexuscenter.io/) [Nexus Website](https://nexuscenter.io/) What are you looking for? - There are no suggestions because the search field is empty. 1. [Nexus Support Center](https://nexusengage.com/support) 2. [Engagement Hub](https://nexusengage.com/support/engagement-hub) 3. [Requestor](https://nexusengage.com/support/engagement-hub#requestor) # Add/Edit Customer or Account Provide information about this customer and optionally, their current situation, requirements, and/or interests as those relate to this visit. ![](https://s3.amazonaws.com/helpscout.net/docs/assets/611aa3c462402b7b1189c148/images/65f97fc1909e484dba21078c/file-T8D3ekLxLy.png) ![](https://s3.amazonaws.com/helpscout.net/docs/assets/611aa3c462402b7b1189c148/images/65f97fb827186a68700ffd22/file-WncjfzlA6b.png) 1. **Upload Logo Button** - Upload a customer logo from your device. 2. **Logo Image** - The uploaded customer logo. 3. **Permanent Customer Fields** - Fields in the upper portion of this window are permanent customer fields, meaning that if this customer is used in a future visit, these fields values are carried along. Examples are 'Industry' and 'Website URL'. 4. **Customer Field Heading** - These are optional, but serve to group customer fields into logical sections. 5. **Customer Fields Related to this Visit** - Fields in the lower portion of this window are visit-related customer fields, meaning they provide additional information about the customer as they relate to this specific visit at this time. These fields are not carried along if the customer is used in a future visit. Examples are 'Competitors for this Opportunity' or 'What is our current relationship with this Customer?' - [Engagement Hub](https://nexusengage.com/support/engagement-hub#main-content) - [Release Notes](https://nexusengage.com/support/engagement-hub#release-notes) - [Dashboard and Calendar](https://nexusengage.com/support/engagement-hub#dashboard-and-calendar) - [Visit Requests and Form](https://nexusengage.com/support/engagement-hub#visit-requests-and-form) - [Visit Scheduling and Management](https://nexusengage.com/support/engagement-hub#visit-scheduling-and-management) - [Site and Room Administration](https://nexusengage.com/support/engagement-hub#site-and-room-administration) - [User Management and Profiles](https://nexusengage.com/support/engagement-hub#user-management-and-profiles) - [System Configurations](https://nexusengage.com/support/engagement-hub#system-configurations) - [API](https://nexusengage.com/support/engagement-hub#api) - [Domain](https://nexusengage.com/support/engagement-hub#domain) - [Topics/Agenda](https://nexusengage.com/support/engagement-hub#topics-agenda) - [Global Settings](https://nexusengage.com/support/engagement-hub#global-settings) - [Visit Types](https://nexusengage.com/support/engagement-hub#visit-types) - [Admin](https://nexusengage.com/support/engagement-hub#admin) - [Communication](https://nexusengage.com/support/engagement-hub#communication) - [Visit Management](https://nexusengage.com/support/engagement-hub#visit-management) - [Artificial Intelligence (AI)](https://nexusengage.com/support/engagement-hub#artificial-intelligence-ai) - [Availability](https://nexusengage.com/support/engagement-hub#availability) - [Visit List](https://nexusengage.com/support/engagement-hub#visit-list) - [Exports](https://nexusengage.com/support/engagement-hub#exports) - [Export](https://nexusengage.com/support/engagement-hub#export) - [Requestor](https://nexusengage.com/support/engagement-hub#requestor) - [FAQ](https://nexusengage.com/support/engagement-hub#faq) - [Login Access](https://nexusengage.com/support/engagement-hub#login-access) - [Coordinator](https://nexusengage.com/support/engagement-hub#coordinator) - [Visit Status](https://nexusengage.com/support/engagement-hub#visit-status) - [Individual Time Block](https://nexusengage.com/support/engagement-hub#individual-time-block) - [Navigation](https://nexusengage.com/support/engagement-hub#navigation) - [Itinerary](https://nexusengage.com/support/engagement-hub#itinerary) - [Invitation](https://nexusengage.com/support/engagement-hub#invitation) - [Speakers](https://nexusengage.com/support/engagement-hub#speakers) - [Off-Site](https://nexusengage.com/support/engagement-hub#off-site) - [Survey](https://nexusengage.com/support/engagement-hub#survey) - [Attendee](https://nexusengage.com/support/engagement-hub#attendee) - [Support](https://nexusengage.com/support/engagement-hub#support) - [Sales Enablement Hub](https://nexusengage.com/support/sales-enablement-hub#main-content) - [Dynamics Application](https://nexusengage.com/support/sales-enablement-hub#dynamics-application) - [Salesforce Application](https://nexusengage.com/support/sales-enablement-hub#salesforce-application) - [Release Notes](https://nexusengage.com/support/sales-enablement-hub#release-notes) - [Experience Hub](https://nexusengage.com/support/experience-hub#main-content) - [Customer Portal](https://nexusengage.com/support/experience-hub#customer-portal) - [Onsite Channels](https://nexusengage.com/support/experience-hub#onsite-channels) - [Program Site](https://nexusengage.com/support/experience-hub#program-site) - [Content Management](https://nexusengage.com/support/experience-hub#content-management) - [Analytics](https://nexusengage.com/support/experience-hub#analytics) - [Nexus Experience Hub Single Sign On](https://nexusengage.com/support/experience-hub#nexus-experience-hub-single-sign-on) - [Content Chapters](https://nexusengage.com/support/experience-hub#content-chapters) - [Door Monitor](https://nexusengage.com/support/experience-hub#door-monitor) - [Media](https://nexusengage.com/support/experience-hub#media) - [Home Screen](https://nexusengage.com/support/experience-hub#home-screen) [![Nexus-Logo](https://nexusengage.com/hs-fs/hubfs/Nexus-Logo.jpg?width=143&height=50&name=Nexus-Logo.jpg "Nexus-Logo")](http://www.signet.tv) Nexus Help Center  Contact Nexus Support: [support@nexuscenter.io](mailto:support@nexuscenter.io)  Copyright © 2025, Nexus ```json { "@context" : "https://schema.org", "@id" : "https://nexusengage.com/#organization", "@type" : "Organization", "description" : "AI-powered customer engagement platform for enterprise teams.", "knowsAbout" : [ "Customer Engagement", "Briefing Programs", "Customer Experience", "Sales Enablement", "Executive Briefings", "Customer Advocacy" ], "logo" : { "@type" : "ImageObject", "height" : 32, "url" : "https://nexusengage.com/hubfs/raw_assets/public/nexus-theme/images/theme/nexus-logo.svg", "width" : 160 }, "name" : "Nexus", "sameAs" : [ "https://www.linkedin.com/company/nexus-hub/" ], "url" : "https://nexusengage.com" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://nexusengage.com/#website", "@type" : "WebSite", "inLanguage" : "en", "name" : "Nexus", "publisher" : { "@id" : "https://nexusengage.com/#organization" }, "url" : "https://nexusengage.com" } ```