CRMdesk supports five registration control methods:
1. "Self Service" - allows initial customers' self-registration from the Customer Desk.
To choose this method, select "Self Service" from the "My Stuff" drop-down list on the Support Desk's Setup--> "Settings & Layout" tab.
2. "Restricted" - restricts customers' self-registration from the Customer Desk. New customers' accounts should be created by customer service representatives from the Support Desk.
To choose this method, select "Restricted" from the "My Stuff" drop-down list on the Support Desk's Setup--> "Settings & Layout" tab.
3. Custom Registration integration - integrates existing customers' login information from your company's website with CRMdesk login mechanism.
This helps to avoid double-registration/login if your customers are already logged into your company's website.
To choose this method, select "Custom" from the "My Stuff" drop-down list on the Support Desk's Setup--> "Settings & Layout" tab.
4. "Mixed" - a combination of "Self Service" and Custom Registration integration
The system automatically registers/logs in customers who were already logged into your company's website if personal information is available.
The system also allows initial customers' self-registration from the Customer Desk.
To choose this method, select "Mixed" from the "My Stuff" drop-down list on the Support Desk's Setup--> "Settings & Layout" tab.
5. Simplified - allows to skip initial customers self-registration
To choose this method, select "Simple" from the "My Stuff" drop-down list on the Support Desk's Setup--> "Settings & Layout" tab. |  |
