{"id":74,"date":"2022-12-14T20:43:43","date_gmt":"2022-12-14T20:43:43","guid":{"rendered":"https:\/\/randr.crm-sys.co.uk\/?page_id=74"},"modified":"2022-12-14T21:05:30","modified_gmt":"2022-12-14T21:05:30","slug":"customers","status":"publish","type":"page","link":"https:\/\/randr.crm-sys.co.uk\/index.php\/customers\/","title":{"rendered":"CUSTOMERS"},"content":{"rendered":"\n<p class=\"has-white-color has-text-color has-large-font-size wp-block-paragraph\"><strong>New Customer<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Login to dashboard click customers and on the left side there is a button&nbsp;<strong>New Customer.<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Permissions<\/strong>&nbsp;\u2013 What permission this customer will have in the customers portal. Ex if you turn of the support system the customer wont be able to use the support system. While in piping will be able to use it.<\/li>\n\n\n\n<li><strong>Billing &amp; Shipping<\/strong>&nbsp;\u2013 This informations are used for invoices\/estimates. If your customer have different shipping address for invoice you will need to populate also the shipping fields which will be also auto included when creating new invoice.<\/li>\n\n\n\n<li><strong>Advanced Options<\/strong>&nbsp;\u2013 As advanced options are listed several field.\n<ul class=\"wp-block-list\">\n<li>Groups \u2013 Sort your customer into group after that you will be able also to generate&nbsp;<a href=\"https:\/\/help.perfexcrm.com\/reports\/\">reports<\/a>&nbsp;by groups and see which customer groups is the most valuable.<\/li>\n\n\n\n<li>Currency \u2013 If this currency is not the system default currency when you add estimate\/invoice and select the customer the currency will be auto changed regarding to what is selected in this field.&nbsp;<strong>NOTE<\/strong>: You wont be able to&nbsp;<strong>change the custom currency<\/strong>&nbsp;if there is transactions found.<\/li>\n\n\n\n<li>Language \u2013 If you have multiple languages you can easily change the customer language. So when the customer will login and have setup different language then the system default everything will be translated based on your translation for this language.<\/li>\n\n\n\n<li>By default all customer PDF data generated&nbsp;from the admin area&nbsp;are generated in the system default language. If you want to generate in the customer language you can easily goto&nbsp;<strong>Setup-&gt;Settings-&gt;Localization<\/strong>&nbsp;and set&nbsp;<strong>Output client PDF documents from admin area in client language<\/strong>&nbsp;to Yes<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Fill all the necessary data and click&nbsp;<strong>save<\/strong>.<br>You can also choose if you want to send the Welcome client email template which is configured in Settings Menu -&gt; Email Templates in clients part.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now your client can login in the clients area from the url www.yourdomain.com\/clients\/login<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><br><\/strong>You can add new customers very quickly from the Quick Insert button on the top left&nbsp;dashboard menu.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-full is-style-default\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1309\" height=\"438\" data-id=\"79\" src=\"https:\/\/randr.crm-sys.co.uk\/wp-content\/uploads\/2022\/12\/add-customer-3.jpg\" alt=\"\" class=\"wp-image-79\" srcset=\"https:\/\/randr.crm-sys.co.uk\/wp-content\/uploads\/2022\/12\/add-customer-3.jpg 1309w, https:\/\/randr.crm-sys.co.uk\/wp-content\/uploads\/2022\/12\/add-customer-3-300x100.jpg 300w, https:\/\/randr.crm-sys.co.uk\/wp-content\/uploads\/2022\/12\/add-customer-3-1024x343.jpg 1024w, https:\/\/randr.crm-sys.co.uk\/wp-content\/uploads\/2022\/12\/add-customer-3-768x257.jpg 768w\" sizes=\"(max-width: 1309px) 100vw, 1309px\" \/><\/figure>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"has-white-color has-text-color has-large-font-size wp-block-heading\">Customers Registration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can&nbsp;<strong>enable\/disable<\/strong>&nbsp;customers&nbsp;registration from&nbsp;<strong>Setup&nbsp;-&gt; Settings -&gt; Customers<\/strong>-&gt;&nbsp;<strong>Allow clients to register.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your customers will be able to register at your base URL where Perfex CRM is installed eq. yourdomain.com\/crm\/<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If customer registration is disabled you will be able to add only customers from the admin area.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1259\" height=\"557\" data-id=\"85\" src=\"https:\/\/randr.crm-sys.co.uk\/wp-content\/uploads\/2022\/12\/customer-login.jpg\" alt=\"\" class=\"wp-image-85\" srcset=\"https:\/\/randr.crm-sys.co.uk\/wp-content\/uploads\/2022\/12\/customer-login.jpg 1259w, https:\/\/randr.crm-sys.co.uk\/wp-content\/uploads\/2022\/12\/customer-login-300x133.jpg 300w, https:\/\/randr.crm-sys.co.uk\/wp-content\/uploads\/2022\/12\/customer-login-1024x453.jpg 1024w, https:\/\/randr.crm-sys.co.uk\/wp-content\/uploads\/2022\/12\/customer-login-768x340.jpg 768w\" sizes=\"(max-width: 1259px) 100vw, 1259px\" \/><\/figure>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The dropdown for the language is an indicator of the language the contact will use while browsing the customers area.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keep in mind that the language for the contact&nbsp;<strong>is applicable only for the customers area<\/strong>, this means any&nbsp;<strong>emails, PDF documents will be still sent from the default language that is selected in the customer\/company profile<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Customer Login to dashboard click customers and on the left side there is a button&nbsp;New Customer. Fill all the necessary data and click&nbsp;save.You can also choose if you want to send the Welcome client email template which is configured in Settings Menu -&gt; Email Templates in clients part. Now your client can login in<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-74","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/randr.crm-sys.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/74","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/randr.crm-sys.co.uk\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/randr.crm-sys.co.uk\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/randr.crm-sys.co.uk\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/randr.crm-sys.co.uk\/index.php\/wp-json\/wp\/v2\/comments?post=74"}],"version-history":[{"count":8,"href":"https:\/\/randr.crm-sys.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/74\/revisions"}],"predecessor-version":[{"id":94,"href":"https:\/\/randr.crm-sys.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/74\/revisions\/94"}],"wp:attachment":[{"href":"https:\/\/randr.crm-sys.co.uk\/index.php\/wp-json\/wp\/v2\/media?parent=74"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}