Creating A Customer
Start by clicking the + in the upper right corner > New Customer
or by selecting 'Add Customer' from the customers page.
The customer properties page is broken down into 3 segments (Basic details, Default site and Primary contact)
Begin by filling your customer's basic details.
- Customer/Company name
Note: It is important to add your customer's correct domain/s in the domain field if you wish to use the 'automatic contact creation' feature. The system will automatically create a contact if the senders email address correlates with an existing customers domain.
Add your customer's default site.
- Address line 1/2
- Postal/ZIP Code
Add your customer's Primary contact.
- First Name
- Last Name
- Direct Number
- Job Title
Now that you've filled the required fields, access the rest of your customer's details in the 'customers' page.
Here you have the ability to; upload a logo, edit basic details, add further contacts, create additional sites, tickets, manage contracts, invoices and utilise documentation.