Customer Account Structure

Preliminary Remarks

The customer overview can be accessed via the Customers menu item.  A customer's account has an action bar, which provides access to basic, frequently used actions. In order to enable a compact presentation of all necessary data, the other customer account data is divided into several sections, which can be accessed via tabs .

The action bar

• Add an Activity
  Enables the creation of notes and information, as well as the upload of files (max. size 800 kb) as PDF, image and Office files (optional). 

• Add Address

  • Add an invoice address: Creation of invoice addresses

  • Add a delivery address: Creation of delivery addresses

• Add an Access Right
  Manual creation of an access right 

• Add a Bank Account 
  Creation of a bank account for SEPA Direct Debit Scheme

• Goodwill

  • Add free issues 

  • Redeliver Issues for Free

  • Add Accounting Period for Free

• Block access
  This revokes access to the products. The customer can still log in, but will no longer have access to the products.

• Manage

  • Block Customer: The customer is blocked and can no longer log in.

  • Delete Customer: The customer account is irrevocably deleted. This is only possible if no transaction data (e.g. orders, invoices, subscriptions) are available in the account. 

  • Export customer data: It is possible to create information on personal data within the meaning of Section 15 GDPR.

  • Reset Password: This function can be used to trigger the generation of a one-time password.

  • Deactivate Two-Factor Authentication: Deactivates the customer's two-factor authentication. 

  • Anonymize Customers: The customer account is anonymized and blocked for processing. New purchases and mail communication via Frisbii Media are no longer possible. Invoice corrections can still be made.

  • Change Opt-In Status: Changing the opt-in consents

• Checkout
  This can be used to place orders for customers.

• Edit Additional Data
  Enables the configuration of so-called Additional data that can be saved to orders, for example.  

Account Tabs

The customer account is divided into tabs, in which the relevant information and documents are displayed. The number of available data records (e.g. addresses, invoices, subscriptions or access rights) is displayed above each tab.

Detailed information on the individual tabs can be found here >> Account tabs