Add customer: различия между версиями
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[[File:2023-11-10_18-24.png|thumb|800px|center]] | [[File:2023-11-10_18-24.png|thumb|800px|center]] | ||
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'''Starting from version 3.19:''' | |||
<span id="anchor_319_69_EN">Added a configuration parameters "Customers. When the current user is added by the manager" and "Customers. Potential. When the current user is added by the manager"</span> | |||
[[File:2024-05-02 22-44.png|thumb|800px|center]] | |||
[[File:2024-05-02 22-45.png|thumb|800px|center]] | |||
<span id="anchor_319_70_EN">When adding a customer/potential customer, fields with manager, advertising campaign, marks for the customer are offered to be filled in at once</span> | |||
[[File:2024-05-02 22-49.pn|thumb|800px|center]] |
Версия от 19:54, 2 мая 2024
Adding a customer is only available for manual billings.
In order for UserSide to have the ability to add a customer, a manual billing must be added in Settings/Billings:
After that, the "Add customer" item will appear in the customer's section of the main menu:
It is possible to specify all the basic data for the customer and select a tariff plan.
Starting from version 3.19:
Added a configuration parameters "Customers. When the current user is added by the manager" and "Customers. Potential. When the current user is added by the manager"
When adding a customer/potential customer, fields with manager, advertising campaign, marks for the customer are offered to be filled in at once