This articles explains how to design your own customer model in Norce, with organizations, people (contacts and customers) and their relation between themselves.
- Set up applications first.
- Decide how you want to represent your customer model, including the roles and permissions for different users.
- Determine who should have access to various components of the customer model.
- Navigate to Settings -> Client -> Components.
- Decide which customer fields should be visible in the admin panel.
- Go to Customer -> Settings to configure the customer model.
- Define roles for different users.
- Set up information types for customers.
- Set up information types for companies.
- Navigate to Customer -> Flags.
- Add flags to meet your needs, such as customer classifications and business rules.
There are some client settings that sets up the behaviour of customer and company model:
- Configure settings such as anonymizing customer data and
- "Customers by application". This setting lets you have the same people or organisations on different applications. Otherwise they will share the same register.
- No additional reading materials are provided.
- Explore customer pricing to further enhance your customer model setup.