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 the relevant information about the customer.
Getting Started:
To access the customer view screen, the user simply needs to login to 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.
Updating an Existing Customer
Language and Currency
You can update languages and currency from this drop-down.
List of all supported languages are- Languages and Currency
Separator Symbol
A currency separator symbol, also known as a thousands separator or digit grouping symbol, is a character used to separate the digits of a large number into groups for easier reading. Commonly used symbols include commas (,) and periods (.). For example, in the number 1,000,000, the comma serves as the currency separator symbol, making it easier to read as one million. These symbols are particularly useful in financial contexts where large numbers are frequently encountered.
From this drop-down, you can select the separator. Here you can find two options:
Decimal
Comma
Web Logo
Required size 240 x 130 px in a PNG image format, used in branding for customer
Mobile Logo
Required size 80 x 27 px in aPNGg image format, used in mobile branding for 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
This field displayed the customer’s license expiring date.
Assigned Customer Email Address
The email address generated during the onboarding process and provided in this field is used by users of the customer to send documents by email to be processed through the ePRINTit system.
Add Alias Email Address
The alias email is an additional email address that is associated with the assigned customer email address. It is essentially a forwarding address that redirects emails to the main inbox without requiring a separate mailbox. The primary purpose of using an email alias is to enhance privacy, organization, and security while managing online communication.