Creating a customer

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Online 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.

1. Select CRM which will reveal the Search customer screen
2. Select + Add customer
3. Complete the customer's personal details. Items marked * are mandatory.

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Title – This is the customer’s title;
Username – 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;
Email – A unique email address for the customer. If the customer consents, this can be used for marketing purposes;
Date of birth – The customers date of birth in the format DD/MM/YYYY;
Country – The customers country of residence;
Currency – The currency the customer will use;
Address type – The type of address the customer has
Marketing preferences – The customer's contact preferences. Receipt is not a marketing preference it is used for purchases only
Customer type – 'Standard or ‘VIP’. ‘Standard’ 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

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4. Select Save to create the customer.
5. 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.