To add a new customer in Nexved CRM, follow these steps:
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Login to Dashboard: Log into your Nexved CRM dashboard.
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Navigate to Customers: On the left-hand side, click on Customers.
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Click New Customer: On the Customers page, click on the New Customer button.
Customer Details Setup:
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Permissions: Set the permissions for the customer in the customer portal. For example, if you disable the support system, the customer will not have access to it. If enabled, the customer can use the support system.
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Billing & Shipping: Add the customer's billing and shipping information. These details are required for generating invoices and estimates. If the customer has a different shipping address, be sure to fill in the Shipping Address fields, as these will automatically be included when creating a new invoice or estimate.
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Advanced Options: Several advanced fields are available for further customization. You can enter additional customer information as needed.
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Groups: Organize your customer into groups. This allows you to generate reports based on customer groups and track which groups are the most valuable.
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Currency: Set the customer's currency. If this currency is different from the system default currency, it will be automatically applied when creating invoices or estimates for the customer. Note: You cannot change the currency once transactions have been recorded for the customer.
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Language: If you support multiple languages, select the customer's preferred language. When the customer logs in, the system will display content in their selected language. The system's default language is used for admin-generated PDF documents, but you can configure it to generate PDFs in the customer’s language by going to Setup → Settings → Localization and setting Output client PDF documents in client language to Yes.
Submit Customer Information: Fill in all the necessary fields and click Submit.
Send Welcome Email: You can choose to send a Welcome Client Email using the email template configured in Settings → Email Templates under the clients section.
Once the customer is added, they can log in to the client area using the provided URL.