RCM:Adding company customer

From RCMWiki

To add a new company customer:

1. Click on Company Customers link at the navigation menu.

2. Click on New Company Customer link in the action bar at the top.

3. Enter the following data:

• First name (required);
• Last name (required);
• Title - job title (e.g. CEO, CIO, Team Lead, Account Manager, etc.);
• Company name - the name of company which this customer represents;
• Mobile number - the customer's mobile number;
• Office number - the customer's work phone number;
• Fax number - the fax number used to contact the customer;
• E-mail - the customer's e-mail address.

4. Finally, press Create button.

To add many customers at a time, you can import them from a CSV file. To do so, follow the steps described in Importing company customers from CSV file.

Note 1 All changes will be applied to employee's phone only after synchronization that will happen according to the time interval set in the Settings. Alternatively, the sync can be done manually by an employee from his phone. Note 2 All customers are visible to all departments/avtivities by default. However, you can change the customers visibility status, if required (see Changing company customer's visibility).

See also:

• CSV (Comma Separated Values) file format
• Importing company customers from CSV file
• Changing company customer's visibility