Adding new customer
To add a customer, click on the Customers Menu → + Add. The window will pop up 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 for generation of new login and password.
Type of billing- if customer is fully prepaid or we will charge him monthly (recurring charge).
Full name- full name of the customer
Phone Number- phone number of the customer
Category- if customer is a private person or a company
Birthday- birthday of the customer
Passport- passport of the customer
Partner- partner of the customer
Location- location of the customer
Date add- 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
Contract ID- contract ID of the customer
Custom Status- the options are: customer, deactivated, new
VAT ID- the vat ID
Login and password are created based on pattern.
To define the pattern, click on Config → Main→ Customers. This is a way to define symbols for generation of login and password.
It is possible to personalize customer's parameters with the function Additional field in Config → System → Additional fields.
When you create the additional field for a customer, select Add to get the parameter in the customer's profile by default.