The Customer Details screen is an important feature within the ePRINTit SaaS and allows the user with specific privileges and rights to view and/or manage all of the relevant information about the customer.
Getting Started:
To access the customer view screen, the user simply need to login the ePRINTit SaaS on the menu bar and navigate to the Management/Customers area. This feature is managed by permissions and the user must be associated to a group that allows the user to access this option. To get more information about groups and how to associate it to a role type that has this permission, click here.
Adding a New Customer
Follow this documentation for more information- /wiki/spaces/ES/pages/438239412
Updating an Existing Customer
Scheme
The changing theme feature allows users to customize the color of the system by selecting from two available themes, Default and Brand. These themes can be selected and changed at any time, providing users with a personalized experience.
Theme
Brand: Supports hex color or RGB, used for customer branding. To create a brand theme, user just need select the color of the theme and click on Apply. This color will be used to all bars and buttons of the Customer Portal, Kiosk, Mobile and File Upload Page.
Changing The Theme:
To change the theme, select the one of the available themes and click on it.
The system will automatically apply the selected theme.
Scheme
The changing scheme feature allows users to customize the brightness of the system by selecting from three available schemes, Auto, Dark and Light. These schemes can be selected and changed at any time, providing users with a personalized experience
Auto: The scheme changes automatically according to the time of the day.
Light: A light scheme is perfect for usage in the day time.
Dark: A dark scheme is perfect for night time usage.
Changing The Scheme:
To change the scheme, select the one of the available schemes and click on it.
The system will automatically apply the selected scheme and the scheme will be applied to the Customer Portal and File Upload Page.
Layout
The changing layout feature allows users to customize the layout of their screen by rearranging and resizing different elements within the system. This allows a more personalized and efficient experience for the user.
Dense: The main meu on the left side will display only the icons of each one of the menu options, in a dark screen.
Classic: The main menu on the left side will display the icons with the description of each one of the menu options.
Thin: The main meu on the left side will display only the icons of each one of the menu options, the background will change according to the scheme selected and each one of the options will be displayed in a new submenu.
Classy:
Enterprise:
Modern:
Changing The Layout:
To change the layout, select the one of the available layouts and click on it.
The system will automatically apply the selected scheme and the scheme will be applied to the Customer Portal.
Users will now be able to see the current layout of their screen.
File Upload Page
Link to the customer’s file upload page.
Register To
Order End Date.