Create/edit/delete customers

Create

Creating a new customer is done via the customer list. When the button is pressed, an input form is displayed to enter the master data of the customer. Currently, only the company name is a mandatory field. If "Create user accounts" is selected when creating a customer, the e-mail address will also be a mandatory field. In general, each e-mail address may only be used once in the system.

Edit

The customer master data is edited via the customer detail page. Here, the same input form can be opened that is used when creating a customer. It is possible to edit all customer data displayed in the form at any time.

Delete

Deleting a customer account is only possible if no services are active or subordinate partners or end customers exist. But even then, executing the delete command does not lead to the complete deletion of all customer data. When deleting the customer account, the following data is immediately deleted irretrievably:

• IP filter settings

• Sales prices

• All user data

All other data is marked for deletion and hidden accordingly. This enables the continued storage of customer data for billing purposes or within the framework of the legal retention periods. It also allows the operator to undo an accidental deletion.