When creating a new rental contract, users can create new customers on the spot by clicking the Create Customer button.
This functionality is controlled by user permissions, which can be configured under Security → Configuration → Security Permissions.
|
Permission Name |
Description |
|---|---|
|
Create Customer |
This will allow users to Create a Customer |
|
Create Cash (COD) Customer |
This will allow users to Create only Customers with COD payment terms |
Below are settings to control what fields users must enter when creating a new customer.
|
Setting Name |
Purpose |
Location |
|---|---|---|
|
Industries |
Create the industries users can pick from |
Sales → Configuration → Industries |
|
Lead Sources |
Create the lead sources users can pick from |
Rental → Configuration → Lead Sources |
|
Mandatory Customer Billing Contact Fields |
To enforce users to enter in full name and phone number |
Security → Settings |