Happen EKM Create a Customer

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To create a new customer associated with this reseller, click Create a new customer.

 

A new customer can be created from a reseller or from the dashboard. From the dashboard, select Customer Management, then select Customers. Select Create a new customer.

 

createnew

 

The Create New Customer pop up will appear. All fields are optional apart from the Customer Name. We recommend you complete as many fields as possible. Custom fields will be shown in their own section. Once all details have been entered, click Save.

 

savecustomer

 

hmtoggle_arrow1Customer landing screen

 

hmtoggle_arrow1Example of a customer's monitors

 

The new customer has now been created. Monitors can be created from here for this customer.

 

Customer groups can be used to organise customers into logical groups. These can be by sector, location or operational function, eg. Sector – Hospitals, Location – Sydney, etc.

 

Further information

Happen EKM Create Zones

Happen EKM Create a Delivery Location