Users can register customers for WebX online via the Jump To (F8) button in Global Customer Enquiry or CRM.
NOTE: This feature can only be used to register a new Organisation on WebX with a user login. To add additional web logins to an existing organisation, please consult Office Brands.
When all details have been entered, clicking the Create Customer & Login button will create the customer login on WebX using the credentials entered.
Office Brands Customer/Login Upload Screen
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Customer - Displays the BBS customer code and name. |
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Org Name - The organisation's name. Org Address - The organisation's address. |
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Org Phone - The organisation's phone number. Org Email - The organisation's email address. |
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First Name - userss first name. Surname - userss surname. |
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Web Login - The web login being created. Password - The web login password. |
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Del Code - userss delivery code. Leave blank to be the same as the organisation address or click |
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User Phone - userss phone number. User Email - userss email address. |
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Create Customer & Login - Creates and registers the customer and the web login online.
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