Activating Customer Profiles in V2

Partners→ Customer

1. To activate a Customer go to Customers→ All .
2. Click New Customer.                                                                                                                                                                                                                                                                  
3. Filling out the Name textbox is required.
4. Input an an Address, Phone, Fax, Special Instructions ,Comments, Tags, PO Number, with the choice to not sync customer addresses in QuickBooks Desktop, alongside implementing Multi-Factor Authentication for all users. 
5. In the contacts tab you can Assign Contacts (already existing in the system) or Create Contact (s).                                                                                                                                                                                                 
6. Click the Portal User check box to ensure the named contact has access to the Customer Portal.                    
7. The contact will be sent an email to join the Customer Portal.
8. Once the contact has activated themselves as a Portal User you can:
   • Spoof Login- copy the contact's login instance and see what they see in their profile.
   • Manage Password- Send Password Reset.
   • Remove their profile.
9. A Contact can have access to multiple customers by clicking that customer name and adding the client as a contact to each Customer.
10. Click the Sources tab to Assign and Create a Source.
11. Click the Billing tab to add Billing for a Customer. You can include a company discount which will be applied to the invoice total amount and you can include a discount for individual Assays.
12. Comments- Post any comments regarding the Customer for internal use in your lab.
13. Attachments-Upload any documents or files for a Customer. To make Publicly Available to the customer click Make Public under Publicly Available on each file. Files can be deleted or edited by clicking Action. 
14. Orders- Clicking this tab takes you to a separate page of all the Orders attached to the Customer & contact. 
15. Tests- Clicking this tab takes you to a separate page of all the Tests attached to the Customer & contact. 
16. Payments- Clicking this tab takes you to a separate page of all the Payments attached to the Customer & Contact. 
17. History- You can see when a Customer was created and every time it’s modified.