Table of Contents
This section allows you to add a new customer to your Roboexchanger platform.
Customer Create Page #
On the Customer Create page, you can fill in the following details to add a new customer:
- First Name: Required. Enter the first name of the customer.
- Last Name: Optional. Enter the last name of the customer.
- Email: Required. Must be unique for each customer. Enter a valid email address.
- Telegram Chat ID: Optional. Enter the customer’s Telegram Chat ID.
- Address: Optional. Enter the customer’s address.
- City: Optional. Enter the customer’s city.
- State: Optional. Enter the customer’s state.
- Zip Code: Optional. Enter the customer’s zip code.
- Gender: Optional. Select the customer’s gender.
- Newsletter: Optional. Choose whether the customer wants to receive newsletters.
- Country: Required. Select the customer’s country.
- Timezone: Optional. Select the customer’s timezone.
- Verified Email: Optional. Choose whether the customer’s email is verified.
- Verified Phone: Optional. Choose whether the customer’s phone is verified.
- Verified Document: Optional. Choose whether the customer’s documents are verified.
- Verified Selfie: Optional. Choose whether the customer’s selfie is verified.
- Phone: Optional. Enter the customer’s phone number.
- Discount: Optional. Specify any discount applicable to the customer.
- Birth Date: Optional. Enter the customer’s birth date.
- Status: Required. Set the status of the customer.
- Photo: Optional. Upload a photo of the customer. The photo must be in JPEG, PNG, JPG, or GIF format and adhere to the maximum file size specified in your settings.
- Document File 1: Optional. Upload the first document file. The file size must adhere to the maximum file size specified in your settings.
- Document File 2: Optional. Upload the second document file. The file size must adhere to the maximum file size specified in your settings.
- Selfie File: Optional. Upload a selfie file. The file size must adhere to the maximum file size specified in your settings.
Usage Instructions #
- Access Customer Create Page:
- Log in to the Roboexchanger admin panel.
- Navigate to the Customer section.
- Click on Customer Create.
- Fill in Customer Details:
- Complete the necessary fields with the customer’s information:
- First Name (Required)
- Last Name (Optional)
- Email (Required, unique)
- Telegram Chat ID (Optional)
- Address (Optional)
- City (Optional)
- State (Optional)
- Zip Code (Optional)
- Gender (Optional)
- Newsletter (Optional)
- Country (Required)
- Timezone (Optional)
- Verified Email (Optional)
- Verified Phone (Optional)
- Verified Document (Optional)
- Verified Selfie (Optional)
- Phone (Optional)
- Discount (Optional)
- Birth Date (Optional)
- Status (Required)
- Photo (Optional, must be in JPEG, PNG, JPG, or GIF format and within the maximum file size)
- Document File 1 (Optional, within the maximum file size)
- Document File 2 (Optional, within the maximum file size)
- Selfie File (Optional, within the maximum file size)
- Complete the necessary fields with the customer’s information:
- Save Customer:
- After filling in the details, click on the Save button to create the new customer.
By following these steps, you can efficiently add a new customer to your Roboexchanger platform, ensuring all necessary information is validated according to the specified rules.
Leave A Comment