[Customer management]

Introduction

The [Contacts] table contains the full list of contacts for the print shop. You can manage the customer's details from this workspace.

NOTE

Adding a new contact only creates an entry in this list.

In order for the new contact to be able to submit a job or to monitor the status of a job, the contact has to activate the customer account. Use the [Send activation request] function to send the invitation email.

Illustration

List of fields in [Contacts]

The following table describes the available fields in the [Contacts] list.

Field name	Description
[Contact name]	The customer's name.
[Email address]	The customer's email address.
[Status]	Status of the customer's account. Can be one of: [Inactive] - account was created, but the customer did not yet click the activation link. [Active] - the customer already activated the account. [Unregistered] - account was created, but the customer did not yet click the activation link. The flag is added to the status of the customer when the invitation was sent to the customer's email address.
[Company]	Company. This field is optional.
[Terms and Conditions]	Date of the accepting the web shop's terms and conditions. NOTE The content of this field is reset each time you upload a new document containing the new terms and conditions for using the web shop. Any user with the "Administrator" role can do this, in the [Configuration] workspace.

Actions available in the [Contacts]

The selected entry in the [Contacts] list has a number of possible actions available. The number of actions depends on the customer identity status.

Action	Icon	Description
[Delete identities]		Deletes the login identities for the selected customer. The customer account has not been deleted. NOTE This operation is only available for customer accounts with [Active] status. This action results in the user receiving the status [Unregistered].
[Delete contact]		Deletes the selected customer account. The application will first request a confirmation. This operation is not reversible. NOTE Jobs belonging to this account with the status [New], [Incoming] or [Completed] will also be deleted. If the customer has jobs with any other status ([Processing jobs] ), the operation will fail.
[Send activation request]		Opens the operating system's default e-mail application. A new e-mail message containing a temporary activation link is presented for review before sending.
[Activate the contact]		Allows the customer account to access the application. Only available for [Inactive] accounts. This operation is reversible.
[Deactivate the contact]		Prohibits the customer account from accessing the application. Only available for [Active] accounts. This operation is reversible.
[Backup user data]		Creates a summary of the customer's activity. The data is collected and downloaded on the computer in .ZIP format. The archive bears the user's name. You will find the following in this archive: one file (jobs.json) containing the jobs belonging to this customer one file (user-profile.json) containing personal user information ([Contact name], [Email address] and [Company] ) one folder for each job containing the input .PDF file the PDL model in .JSON format (only if changes made in the Job Editor were saved [Support file], if present