customer_accounts
Differences
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| customer_accounts [2025/08/20 07:22] – [Q&A] jimmy | customer_accounts [2025/08/21 08:22] (current) – [Q&A] jimmy | ||
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| ===== 1. Introduction ===== | ===== 1. Introduction ===== | ||
| - | This guide provides a comprehensive procedure for optimising and improving property management operations | + | This guide provides a comprehensive procedure for optimising and improving property management operations |
| ===== 2. Customer Account ===== | ===== 2. Customer Account ===== | ||
| Line 10: | Line 10: | ||
| Go to **Customer Account > New Customer Account > Fill in details > Add ** | Go to **Customer Account > New Customer Account > Fill in details > Add ** | ||
| - | | | + | {{ : |
| Line 23: | Line 23: | ||
| - Gender | - Gender | ||
| - | | | + | {{ : |
| Line 29: | Line 29: | ||
| Please untick these 2 boxes | Please untick these 2 boxes | ||
| - | | {{ : | + | {{ : |
| After that, Click " | After that, Click " | ||
| - | | {{ : | + | {{ : |
| Line 47: | Line 47: | ||
| go to **Customer Account ID** | go to **Customer Account ID** | ||
| - | | {{ : | + | {{ :1.svg }} |
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| **Step 2:** | **Step 2:** | ||
| - | After click **Customer Account ID > Owner 1 or other owner** | + | After click **Customer Account ID > Owner 1 or another |
| - | | {{ : | + | {{ :2.svg }} |
| Line 64: | Line 64: | ||
| - | | {{ : | + | {{ :3.svg }} |
| Line 73: | Line 73: | ||
| - | | {{ : | + | {{ :4.svg }} |
| - | | {{ : | + | {{ :5.svg }} |
| Line 85: | Line 85: | ||
| click **Reset and via email Referring to step 4 in customer account part** | click **Reset and via email Referring to step 4 in customer account part** | ||
| - | | {{ : | + | {{ : |
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| **Why does the system say my email is already in use when I can’t find it in VYROX VIP?** | **Why does the system say my email is already in use when I can’t find it in VYROX VIP?** | ||
| - | Procedures: | + | Go to **Customer Account > New Customer Account > Search The Email**. |
| - | 1. Customer Account | + | **Step |
| - | 2. Click on the customer account and select the right three lines in the box. | + | - Copy the email address that you want to check. |
| + | - Customer Account | ||
| + | - Click on the customer account and paste at "Add an existing customer to this new customer account" | ||
| - | 3. Choose | + | {{ : |
| + | *Note: If you have an active email in the system and want to change it. All you have to do is deactivate | ||
| - | 4. Click ' | ||
| + | **QUESTION 2** | ||
| + | |||
| + | If the unit was occupied by the previous owner, now change to the new owner? | ||
| + | |||
| + | **Step 1:** | ||
| + | |||
| + | Procedures: | ||
| - | |{{ : | + | - Customer Account |
| + | - Click on the customer account and select the appropriate three lines in the box. | ||
| + | - Click the deactivate. | ||
| + | - To deactivate the account, click ' | ||
| + | {{ : | ||
| + | *Note: After you've wanted to add the new resident. Please follow the steps in order, beginning early.* | ||
customer_accounts.1755674562.txt.gz · Last modified: by jimmy
