New Customer
Access the dashboard by logging in. Click Customers; the New Customer button is located on the left.
- Permissions – What permission will this customer have in the customer portal? For if you turn off the support system the customer won’t be able to use the support system. While in piping will be able to use it.
- Billing – This information is used for invoices/estimates. If your customer have a different billing address for the invoice you will need to populate also the billing fields which will be auto-included when creating a new invoice.
- Advanced Options – Advanced options are listed in several fields.
- Groups – Sort your customers into groups after that you will be able also to generate reports by groups and see which customer groups are the most valuable.
- Currency – If this currency is not the system default currency when you add an estimate/invoice and select the customer the currency will be auto-changed regarding what is selected in this field. NOTE: You won’t be able to change the custom currency if there are transactions found.
- Language – If you have multiple languages you can easily change the customer language. So when the customer will log in and sets up different language then the system defaults to everything being translated based on your translation for this language.
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- By default, all customer PDF data generated from the admin area are generated in the system default language. If you want to generate in the customer language you can easily goto Setup->Settings->Localization and set Output client PDF documents from admin area in client language to Yes
Fill in all the necessary data and click submit.
You can also choose if you want to send the Welcome client email template which is configured in Settings Menu -> Email Templates in client part.
Customers Registration
You can enable/disable customers registration from Setup -> Settings -> Clients -> Allow clients to register.
Customer Overview
You can view all customer data like invoices,contracts,tickets,notes, by clicking on the customer edit button and on the right site you can view all customer activity to your company, also there is an option Login as client so you can check their client profile.
New Customer Contact
Click Customers in Menu tab and select Contracts.
To create new contact click on the New Contact button.
Customer Admins
If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s.
Exporting Customers (Invoices, Estimates)
Go to the customer profile and click on the tab you want to export data eq. invoices
Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file.
Reports
General Customer Report
Customer report can be generated from the Reports feature.
Select Report type Customer and the necessary report time you want to see about clients. Report with all customers will be generated you only need to search the client you need to see report.
