Create new customer
General
Kebab menu (
)
| Type | Menu item | Right |
|
| Create new customers | <Role> / BASIS / Create new customers |
Grid
| Click | Swipe | Views |
|
|
Column definition
| Name | Additional information |
| Client | |
| Name 1 | |
| Name 2 | From version 18 |
| Name 3 | From version 18 |
| Street | |
| Postal code | |
| Location | |
| Telephone | |
| Mobile Phone | From version 18 |
| Fax | |
| E-mail | |
| E-mail for shipping notification | <Role> / BASIS / customer master data "E-mail for shipping notification" |
| Homepage | |
| Country | Editable only during creation |
| Language | Editable only during creation |
| Prospect attribute 1 - 6 | If translated in the backend, the respective attributes are extended here. The selectable entries are defined in the Code tables in the backend. Code list: Prospect attribute 1-6
If a Code table entry is defined, the field is mandatory.
|
| Price list | Defined per client in the Code tables in the backend. Code list: Price lists prospects |
Differences online / offline entry
| Field / Function | Online | Offline (not when using a connector) |
| Country | Editable only during creation | Editable only during creation |
| Language | Editable only during creation | Editable only during creation |
| Prospect attribute 1-6 | Editable only during creation | Until the next Data import + Data Transfer |
| Price list | Editable only during creation | Until the next Data import + Data Transfer |
| CRM Widget (from version 19) | Editable only during creation | Until the next Data import + Data Transfer |
| Request customer master data sheet | Yes | Only at the next Data import + Data Transfer |
| Transfer orders | Yes | Only at the next Data import + Data Transfer |
| Fields of customer processing (e.g. Customer's attribute, Visiting frequency, etc.) | After creation | After creation |
FAQ
Release