[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: [Unregistered] - invitation was sent, but the account was not yet created or the customer account was deleted.. [Inactive] - account was created, but the customer did not yet click the activation link. [Active] - the customer already activated the account. [Deactivated] - account was created, but it is currently not active. 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.
[Service Terms]	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 [Shop design] workspace.

Available actions 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 is not 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 request a confirmation before. 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 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. Inside of this archive you will find: one file (jobs.json) containing the jobs belonging to this customer one file (user-profile.json) containing user personal 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 done in the Job Editor were saved) [Support file], if present