This window provides the ability to setup email addresses for
secure communication with your Cash and On Account customers and
the Internet controls to access the web Portal or
Gateway.
For more information on the Portal feature refer to Portal Overview.
When new customers are added they are automatically given
website access and if no password is entered then a default
password that matches their new customer number is assigned.
If no email address is entered new customers are also automatically
assigned a default email address that matches their new customer
number@GW.COM
The Enable Customer Website Access utility
can be used to update any customer records missing this
information.
This web access information can always be modified in this
Internet Information window or in the Portal Customer screen.
Note: A customer that has been defined as the Clone customer for standard documents or for quotes in Divisional Contract Information is a generic customer and cannot be allowed Website Access nor assigned a Website Password.
The prompts are:
Check this box if this customer should be allowed web site
access.
Web site access and the web site password can also be setup in
Portal Customers.
Enter the password. This is the company administrator's
password.
The administrator can then setup access for other operators from
his company, and can also control the level of their
access.
This address is used as the security contact that can then be
emailed if a request is made for a forgotten password.
It is also the default address when Invoices are emailed from
Customer Account Inquiry when there are no
eligible Contacts setup.
This address can also be captured in Portal Customers or if the customer was added on-the-fly.
Note: The Email Address Search can be used to identify customers or salesman by using a search on email address or portion of the email address.
Click on the envelope icon to the right of the address to immediately send a message to this address using Compose Email.
Click on the envelope icon to the right of the address to immediately send a message to this address using Compose Email.
This site can also be captured if the customer was added on-the-fly.
e.g. Texada
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