Difference between revisions of "Offerit Add Customer"
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'''Note: Manual customers that do not have any transactions related to them can be deleted. However, regular customers CANNOT be deleted regardless of their transaction history. After creating a manual customer, you will notice a new "garbage can" action icon next to the manually created customer.''' | '''Note: Manual customers that do not have any transactions related to them can be deleted. However, regular customers CANNOT be deleted regardless of their transaction history. After creating a manual customer, you will notice a new "garbage can" action icon next to the manually created customer.''' | ||
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+ | [[File:Admin_Manual_Customer_Action_Icons.png|Top: Regular Customer; Bottom: Manual Customer]] |
Revision as of 10:38, 13 January 2012
Offerit gives its admins the ability to manually add a new customer through the admin area. To do so, simply navigate to the Customers Admin and click on the "Add Customer" tab on the left side of the screen:
On the next screen, fill out the desired information for your new customer in the "Add a New Active Customer Form". To successfully create a new customer, only two fields are required: Username and Password.
When you are finished, click the "Add Customer" button to create the new customer, which will now be displayed and viewable in the Customers Admin.
Note: Manual customers that do not have any transactions related to them can be deleted. However, regular customers CANNOT be deleted regardless of their transaction history. After creating a manual customer, you will notice a new "garbage can" action icon next to the manually created customer.