Creating a customer
Applies to roles:
System Administrator Customer Service Sales Agent FinanceOnline or Contact Centre Agent
A customer can be created by the customer through an online registration process or by an agent in a contact centre.
- Select CRM which will reveal the Search customer screen
- Select + Add customer
- Complete the customer's personal details. Items marked * are mandatory.
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TitleΒ β This is the customerβs title;
UsernameΒ β A unique username for the customer. If you enter an email address as their username, the email field will automatically update with the same email address;
EmailΒ β A unique email address for the customer. If the customer consents, this can be used for marketing purposes;
Date of birthΒ β The customers date of birth in the format DD/MM/YYYY;
CountryΒ β The customers country of residence;
CurrencyΒ β The currency the customer will use;
Address typeΒ β The type of address the customer has
Marketing preferencesΒ β The customer's contact preferences. Receipt is not a marketing preference it is used for purchases only
Customer typeΒ β 'Standard or βVIPβ. βStandardβ is set by default. Setting as 'VIP' will suppress any payments for subscription products.
Other Information: Custom fields as specify by you business.
Receipts - Ensures bill receipts are sent automatically with every bill
- Select Save to create the customer.
- Once saved, the customer will be allocated a unique Customer Reference number. The customer has been created as a prospect as no products are associated with their account.
Updated over 1 year ago