How to add a new customer through the control panel






Video Transcript


In this video we are going to demonstrate how to create a new customer card.

 

Go to:

Customers > Add New Customer

 

From this page, you can populate all relevant details to your customer such as creating a unique username and password, as well as any other information you feel necessary to add.

 

There are minimum requirements to creating a customer card such as populating username, password and E-mail address. These fields will need to be unique so as to avoid duplicate customer cards or conflicts between them.

 

If you would like Neto to generate a password for you, click the generate button (two arrows).

 

If you can’t find a field you want to use, you can also add custom fields to your customer card by going to:

Admin > Customisable Fields > Custom User Fields


Once you have populated all your fields, you can now save your new customer card by clicking Save.

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  • Last Modified: 03/11/2016