How do I create a customer area?

Get started on how to create your first customer area in this article.

The Administrator can choose to create customer areas that help divide their customers into groups. This can help to provide an overview of the customers or to organize, which Supervisors handle which customers.

What name the area should have and how the customers should be divided is entirely up to the Administrator because it can, for example, be on a geographical level or divided according to the names of the Supervisors.

Read more in the article about how the Administrator creates customer areas:

• How do I create a customer area?

• How do I edit the name and number?

• How do I delete an area?

How to create a customer area

Click on Company structure

 

Then click on Create area

Fill in Area no. and Name of the area

 

Then click on Create

 

 

 

NOTE

The name of the area must be filled in to be able to create the area.

How to edit the name and number

Click on Edit area

 

This gives the Administrator the option to change the name or area number of the area in question.

How to delete an area

Click on Delete areas

 

This gives the Administrator the option to delete an area.

 

NOTE

When the area is deleted from the system, the associated customers are automatically moved to the main area.

Click on Accept to complete the deletion

Continue to the article Assigning customer areas

Here you can see how you assign areas.