Basic data tab - Customer Management
In the tab Basic data the address and the communication data of the customer are stored. It is also possible to specify to whom the automated emails should be sent.
Customer data includes customer contact information, catalog views and conditions, contact person, and settings and license assignments.
The following additional functions are available in the standard toolbar:
Direct login: you can use the direct login button to log in directly to your customer.
Hint If you use the direct login function, always log in to the relevant account as the super admin of the organisation concerned. As a super admin you always have all available rights. |
Send access data: via the Send access data button, the customer receives a standard welcome e-mail with the access data, as well as a link for a direct login to Onventis.
The e-mail is sent to the e-mail address entered in the basic data.