Master Page

Creating Customers

To create a new customer:

  1. In the Inbox, click the New button.

  2. Click the Customer option. The Create Customer window appears.

    create new customer

  3. In the Customer Type field, select one of the following from the dropdown:

    • Corporate

    • Group

    • Individual

  4. The window refreshes to show the various details you can assign that pertain to the type of customer you selected.

  5. Provide the details of the customer and click the Save button. A new customer has been created.

  6. The window closes and the desktop refreshes to show the customer details. In the Contacts section, click the View Details button.

    create contact details

  7. You can enter any of the necessary contact information into the various fields of the Contacts section to add contact details for the customer. By default the following contact channels are available to adjust:

    • Email

    • Telephone

    • Postal

    • Social

    • Web

    For corporate and group customers, you also need to create a contact person. If you need to add an additional contact channel, such as another email address, click the New button and provide the necessary details.

  8. Select the checkbox next to the Send sign-up link option, if you want to send a sign-up link to the customer’s email address.

    Agents can see Send sign-up link option only if Allow customer sign-up action is assigned to them and Customer Accounts settings are configured by the Partition Administrator.

  9. When you are finished with your changes, click the Save button.

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