How to add a contact to Nexudus.
Use the following procedure to sign up a new contact.
You can ask Monika how to add a customer
To sign up a member, see signing up a member.
Contacts created on the admin panel without user accounts do not have access to the customer portal. To create a user account for a new contact, make sure the welcome email option is set to Yes.
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If the side menu is not visible, click
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In the side menu, click Operations.
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Under the Customers section, click Members & Contacts.
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Click Add customer.
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In the Type box select either: Company or Individual.
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Note: A Company is a customer record which can house the legal entity of a Company. Companies are often used as the paying member of a Team.
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In the Full name box type the customer's name.
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In the Email box type the customer's email address.
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From the Plan drop-down list, do not select the plan for this contact.
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Add the details to Team, Home location, Contact details, Billing details and Notes.
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Set the customer's printing settings under Ezeep and PaperCut.
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Optional: You can add more than one new customer at once by selecting the Add more than one customer checkbox at the top of the page.
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Click Save.
Contacts are customers who are not signed up to a plan. If the customer is interested in a plan, please see signing up a member
Customers set up as companies cannot use Papercut, only customers set as individuals may use the Papercut integration.
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