To create a new customer contact in Nexved CRM, follow the steps below:
1. Navigate to Customers:
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Click on Customers in the Menu tab and select Contacts.
2. Create a New Contact:
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To create a new contact, click on the New Contact button.
3. Fill in the Contact Details:
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Firstname – Enter the contact's first name.
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Lastname – Enter the contact's last name.
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Position – Enter the contact's position within the company.
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Email – The contact's email address used for login and receiving emails within Nexved CRM.
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Phone – Enter the contact's phone number.
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Password – Set a password for the contact.
4. Additional Contact Options:
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Primary Contact – Check this option to mark the contact as the primary contact. If this is the first contact for the customer, this field will be auto-checked and cannot be disabled.
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Do Not Send Welcome Email – Check this box if you do not want to send the welcome email to the contact. This option can also be disabled in Setup -> Email Templates under New Customer Added/Registered (Welcome Email). If the template is disabled, the welcome email won't be sent, even if this box is unchecked.
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Send Set New Password Email – Check this option to send the contact an email with a link to set their password. Note: The link will expire in 48 hours.
5. Permissions:
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You can assign default contact permissions by navigating to Setup -> Settings -> Customers.
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If no permissions are assigned, the contact will not have access to any menu items in the customer area.
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Adjust the contact's permissions to determine which modules the customer will have access to.
Once you've filled out the necessary information and adjusted the settings as needed, click Save to create the contact.