Creating Customer Accounts
Usage
There are three ways to create customer accounts in CRMdesk:
- Customer self-registration in the Customer Desk;
- Automatic account creation during e-mail processing (e-mail interface);
- Support staff-administered account creation (Support Desk).
The present section deals with creating customer records in the Support Desk application. This function is used when the Restricted registration control is active, and customers are not allowed to self-register. However, other registration control types do not limit the use of this method.
Path
Customers tab – New
Procedure
Fill the customer record fields which have the following purpose (all standard fields are required):
- User ID – a unique customer identifier;
- Password – customer’s password to enter the system;
- Re-enter Password – confirmation of the password to ensure the password is entered correctly;
- Name – customer’s name;
- E - mail address – customer’s e-mail address; this address is used to send notifications and newsletters as well as to identify the customer by e-mail address;
- Send e-mail notifications? – check ‘Yes’ if you want the customer to receive e-mail notifications, or ‘No’ if not. If e-mail notifications are enabled, you may choose to keep the user updated about all new Knowledge Base records and comments.
- Custom fields – all required customer custom fields must be populated for customer accounts (for example, the Customer Category field).
- Group – name of a user group to which the customer belongs. The field can be used if the customer should have access to all questions created by any member of the selected group.
- Question Access – level of access for the customer. If ‘Own’ is selected, the customer will have access to questions that were created by him/her solely. If ‘Group’ is selected, the customer will have access to questions selected by any member of the customer group specified in the Group field.