How to Add a Customer
Follow these detailed steps to add a new customer in the DIVACS platform. This process assumes you have an active DIVACS account and are logged in.
Prerequisites
- Ensure you have admin or appropriate permissions to add customers.
- Have the company name or basic details ready if not using the auto-search feature.
Tutorial Video
Step 1: Navigate to the Customer List
1. Log in to your DIVACS account.
2. Click on Customers List to open the Customer List page. This displays all your current customers with options to view, edit, or manage them.
Step 2: Access the Add Customer Form
1. On the Customer List page, find and click the Add Customer button. It's typically located in the top-right corner or as a floating action button.
2. This will open a new form or modal window for entering customer details.
Step 3: Enter Customer Information
1. You can manually fill in the required fields, such as:
- Company Name
- Contact Person
- Email Address
- Phone Number
- Billing Address
- Icon URL
- Description
- Any additional notes or custom fields.
OR
2. Use the smart search feature for faster setup:
In the search bar at the top of the form (next to the Company Name field), type the name of the company and click the search icon.
DIVACS will automatically query our system and populate the form with verified details like address, contacts, description, and other essentials. This integration pulls from reliable sources to ensure accuracy.
If the search doesn't find a match or returns multiple options, select the correct one from the dialog that appears, or proceed with manual entry. You can refine the details as needed after auto-population.
Step 4: Configure Permissions
1. Scroll to the Set Permissions section of the form.
2. Here, you can manage link permissions to control how other DIVACS users can interact with this customer:
Allow other users to link to this customer: Check this box if you want to permit other users to link their accounts, data, or tracking to this customer. This enables collaboration but can be restricted further.
Need permission to link to this customer: If linking is allowed, check this box to require your explicit approval for any linking requests. This adds an extra layer of security, ensuring you review and approve connections before they are established.
3. Review your selections to ensure they align with your security, collaboration, and data-sharing needs. For example, if you're adding a sensitive customer, disable linking or enable permission requirements to prevent unauthorized access.
Step 5: Save and Confirm
1. Click Save or Add Customer at the bottom of the form.
2. Wait a few seconds while DIVACS processes the addition.
3. Once complete, you'll receive a success notification, and the new customer will appear in your Customer List.
4. You're now ready to track and manage value for this customer. After adding, you can edit the customer to manage associated users and their roles (e.g., Owner, Commentor, User) in the Users tab.
Tips and Best Practices
Auto-Search Accuracy: If the auto-populated data looks incorrect, double-check the company name spelling or manually override fields. The search integrates with external databases like Crunchbase for comprehensive results.
Permissions Security: Always follow the principle of least privilege – enable linking only if necessary, and use the 'Need permission' option to maintain control over who can connect to your customers. This helps prevent unauthorized data sharing.
By following these steps, you'll have your new customer set up in no time. If this guide was helpful, explore more tutorials in our Help Center. Need personalized assistance? Reach out to our support team at support@divacs.com.