Customers Registration

You can enable/disable customers registration from Setup -> Settings -> Customers-> Allow clients to register.

Your customers will be able to register at your base URL where Perfex CRM is installed eq. yourdomain.com/crm/

If customer registration is disabled you will be able to add only customers from the admin area.

The dropdown for the language is an indicator of the language the contact will use while browsing the customers area.

Keep in mind that the language for the contact is applicable only for the customers area, this means any emails, PDF documents will be still sent from the default language that is selected in the customer/company profile.

Did you find this article useful?

  • Sending proposal to customer or lead

    We assume that you already have created the proposal. Click on the mail icon from the right sid...
  • New Contact

    To create new customer contact, open the customer profile in the admin area that you want to create ...
  • New Customer

    Login to dashboard click customers and on the left side there is a button New Customer. Permis...
  • Customer admins

    If you dont want to give permission VIEW for staff member to be able to see all customers you can as...
  • Reports

    General Customer Report Customer report can be generated from the Reports feature. Select Repor...