The customer information tab is divided into 4 sections, namely, Main information, Additional information, Maps and Comments. Also, at the bottom of the information page you can find Activity and Comments tabs related to the user account.
To edit the customer's information, navigate to
Customers → List, select the customer (click on Full name, ID or Portal login value of the required customer).
ID - the customer's id within the system, allocated by the system in a sequential order;
Portal login - username used to log into Customer Portal;
Portal password - password used to log into Customer Portal (passwords are masked by default but it is possible to view the password in plain text by simply clicking
In order to prevent the display of customer's password for admin accounts, please change
show_passwords parameter value from
false in config file:
Status - options to set are: New, Active, Inactive, Blocked (some functions are available to Active customers only, e.g. for the client to make use of services. Also, it is necessary to customer to be inactive in order to delete them
Inactive → Save → Actions → Delete).
New (Not yet connected) - status given to the customer recently created or added to the system;
Active - status given to customers to allow the system to take their profile into account and make features available;
Blocked - status given to customers who failed to make payments for services or to simply deny access to the client while taking their profile into account;
Inactive (Doesn't use services) - this status stops customers services and the system from accounting. It is the status given to customers' automatically when they've reached the deactivation (grace) period. This status is given to customers who do not use your services for a long period. In case the customer's account has Inactive status it can be deleted.;
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If the customer has an
unpaidinvoice (e.g. an invoice was created in
Billing daydate) and the customer doesn't pay the invoice before the date of
Billing due, the customer status will be changed to
Blocked, but the service (e.g. Internet service) is still be active;
The invoice status in period from
Billing duedate is
Deactivation periodand after
Deactivation periodthe invoice will be considered as
If the customer with
Blockedstatus pays the
overdueinvoice, the customer's status will be changed to
If the customer with
Blockedstatus doesn't pay the invoice before the date of
Deactivation perioddate, his status will be changed to
Inactive (doesn't use service). And after he decided to pay the invoice, the status would become
If the customer has
Inactive (doesn't use service)status, his service (e.g. Internet service) will be
Billing daydate and
Deactivation perioddate) and the duplicate of the previous service will be created with
Start date= the date of
Deactivation period. And after customer decided to pay the
overdueinvoice, the status of duplicate service would become
Start datewould be changed to invoice payment date.
- Billing type - the options are Recurring payments and Prepaid (custom);
- Recurring - type of billing following a full period in a fixed cycle and paid for either by prepay or post-pay;
- Prepaid(custom) - type of billing set to a custom period and paid for in advanced;
Full name - full name of the customer;
Email - email address(es) of the customer, multiple emails separated by comma ",";
Billing email - email address of the customer only for the billing correspondence (the multiple ones are separated by comma ","). The current field has the next logic: 1) if the billing email field is empty - all emails are sending to email(-s) from main "Email" field; 2) if there is the email in the "Billing email" field - all billing notifications will be sent to this billing email and all other emails will be sent to email from main "Email" field. As a result, Splynx does not duplicate the billing notifications to email(-s) from the main "Email" field; 3) in case only the billing email was added, ("Email" field is empty), customer receives only the billing related letters, all others letters will not be sent by Splynx.
Phone Number - phone number(s) of the customer, multiple numbers separated by comma ",";
Partner - partner that the customer belongs to;
Location - location that the customer belongs to in the listed locations;
Street, ZIP Code, City - Physical address fields of the customer;
Geo data - physical coordinates of the customer address;
Date Added - when the customer was added to Splynx.
It is possible to create additional fields for any additional information required/preferred in your system with the Additional fields function.
Additional fields created will be displayed in the Additional information section.
This is a physical representation of the customer's address. If the customers address is set and maps is configured within the system, you will be able to view the customer`s physical location on the map:
Maps can be configured in
Config → Main → Maps.
In this section it is possible to add, edit or remove quick comments and set to-do tasks. They will be visible for other administrator accounts as well.
To create a task, set the date in Scheduled field:
The Comments tab provides more functionality when we add comments - the relative type and category of message can be specified:
If you set date in Scheduled field, such comment will be automatically transferred to Comments/To-Dos as a task:
After checking the box for this task, it will be shown as completed:
It is represented as a tab at the bottom of a customer information page. In this tab you can find all the applied actions related to the settings of a customer account.
The information is displayed in a chronological order and can be sorted using Period and Source filters.