Create new customer

General
Activate the Create new customer: Basic configuration / Role / <Role> / BASIS - Create new customers
How new customers are further processed depends on your ERP system and other settings. See E-mail for shipping notification, no interface, JSon API or Connector.
Functions in the title bar
 
 
 
Icon 
Explanation   
 
 
 
  
 
The AI function business card scan is only available for mobile devices (iOS and Android).  
The image is scanned and sent to the server. It is then evaluated there and the corresponding data record is sent back to the client. That means the device must have an online connection.    
 
 
 
Field 
Right 
Reference   
 
 
Client 
 
  
 
Name 1 
 
  
 
 
Name 2  
 
  
 
Name 3 
 
  
 
Street 
 
  
 
Postal code 
 
  
 
Location 
 
  
 
Telephone 
 
  
 
Mobile Phone 
 
  
 
Fax 
 
  
 
E-mail 
 
  
 
E-mail for shipping notification 
 
  
 
Homepage 
 
  
 
Attribute 1 
 
Prospect attribute 1-6  
 
Country 
 
  
 
Language  
 
  
 
Price list 
 
Code table: Price lists prospects   
 
CRM definitions (from version 19)
 
If there is more than one CRM definition for the Create new customer, a selection list is offered. If there is only one CRM definition, the CRM form is displayed directly.
 
The data recorded here is sent exclusively via the E-mail subscription.