Adding a new customer
To add a customer, click on the Customers Menu → + Add. A window will appear where you will fill in the next fields:
Login and Password- it is possible to generate a new login and password or add it manually. The button
is used to generate a new login and password. To view the current password simply click on the asterisks (*) that mask the password..
Type of billing- whether a customer is being billed prepaid or recurring.
Full name- full name of the customer.
Phone Number- phone number of the customer.
Category- if customer is a private person or a company.
Date of birth- birthday of the customer
Passport- passport of the customer
Partner- partner the customer belongs to.
Location- location of the customer
Date added- the date when the customer has been added
Street- Street of the customer
ZIP code- ZIP code of the customer
City- city of the customer
Geo Data- physical coordinates of the customer
The login and password are created based on a randomly generated pattern.
To define the pattern, click on Config → Main→ Customers. This will enable you to define symbols for generating the login and password.
It is possible to personalize a customer's parameters with the function Additional field in Config → System → Additional fields.
When you create an additional field for a customer, select Add to get the parameter in the customer's profile by default.