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.
• Email - email 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.