Usage
There are three ways to create customer accounts in CRMdesk:
- Customer self-registration in the Customer Desk;
- Automatic account creation during email processing (email 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 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;
- Email address – customer’s email address; this address is used to send notifications and newsletters as well as to identify the customer by email address;
- Send e-mail notifications? – check ‘Yes’ if you want the customer to receive email notifications, or ‘No’ if not.
- Custom fields – all required customer custom fields must be populated for customer accounts (for example, the Customer Category field).
To save a new account, press the Submit button.