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- If the last name and mobile number matches the email address on record - they will be linked to this record. Password will be emailed to them using the Email Template with - Usage: Authentication System Usage: Created Role: Customer
Who can create an Active customer
By Default all users can create Active Customers unless a restriction is set on Your Host Company:
If New Debtors require approval then:
- Users with Secure Feature "Can Maintain Debtor Terms" can make debtors active
- Users without this secure feature will create Debtors in status "Proposed" status
- Orders placed on users in "Proposed" Status will be on hold until the debtor is made active.