How to create new customers from a rental contract
When creating a new rental contract, users can create new customers on the spot by clicking the Create Customer button.
This functionality is controlled by user permissions, which can be configured under Security → Configuration → Security Permissions.
Permission Name | Description |
|---|---|
Create Customer | This will allow users to Create a Customer |
Create Cash (COD) Customer | This will allow users to Create only Customers with COD payment terms |
Below are settings to control what fields users must enter when creating a new customer.
Setting Name | Purpose | Location |
|---|---|---|
Industries | Create the industries users can pick from | Sales → Configuration → Industries |
Lead Sources | Create the lead sources users can pick from | Rental → Configuration → Lead Sources |
Mandatory Customer Billing Contact Fields | To enforce users to enter in full name and phone number | Security → Settings |