Add customer

Материал из WiKi - UserSide
Версия от 19:54, 2 мая 2024; N.Skrypnik (обсуждение | вклад)
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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