Add customer: различия между версиями
Нет описания правки |
Нет описания правки |
||
Строка 26: | Строка 26: | ||
<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> | <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. | [[File:2024-05-02 22-49.png|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:
![](/images/thumb/e/ea/2023-11-10_18-22.png/800px-2023-11-10_18-22.png)
![](/images/thumb/4/46/2023-11-10_18-23.png/800px-2023-11-10_18-23.png)
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.
![](/images/thumb/2/26/2023-11-10_18-24.png/800px-2023-11-10_18-24.png)
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"
![](/images/3/35/2024-05-02_22-44.png)
![](/images/f/fc/2024-05-02_22-45.png)
When adding a customer/potential customer, fields with manager, advertising campaign, marks for the customer are offered to be filled in at once
![](/images/a/a6/2024-05-02_22-49.png)