Adding a new customer in the dashboard is simple and quick. Follow the steps below to create a new customer.
Steps
Go to "Customers".
Click on "Add Customer" (located in the top-right corner of the screen).
Fill in the General Information:
Customer name
Branding (automatically filled in but can be adjusted to the desired branding)
Locale (country of the customer)
Reference (optional): You can fill it in or leave it empty. If left empty, the system will automatically generate a reference number.
External Reference (optional): Can be used for your own application or administration. If not filled in, it will remain empty.
After saving the general information, a notification will appear indicating that no general contact point or employee has been set up yet.
A general contact point is optional. It can be used to send informational emails and to store general contact details of the customer.
An employee account is required to access the customer portal.
Setting up the contact point and employee:
Select “Setup general contact point”.
You can enable “Also create employee with credentials for customer portal”. This will automatically create an employee using the same email address, allowing the customer to both receive emails and log in to the customer portal.
Optionally, fill in the customer’s Location and Financial Information. These fields are not mandatory but recommended.
Add a connector:
Select one of the available connectors.
Link it to the customer.
The customer is now created and fully set up.