- Membership
- Certification
- Events
- Community
- About
- Help
New Customer Information Form
Editor's note: This Excel attachment may contain macros. These have been tested by the IOFM team and provide safe, enhanced functionality within the tool. However, some organizations' IT teams will have blocked macros, and if so, that will prevent this tool from running as it should. Before downloading, please check with your technology team.
This template provides an example of a form that you can use to gather information when setting up a new customer. Format Microsoft Excel
Download
Become A Member
Join IOFM today as a Professional, Business, or Enterprise Member — or upgrade your Starter Membership — to get access to this content and thousands of other Articles, Webinars, Expert Answers, Resource Downloads, and more!
What are you waiting for?
