Customers

In Customers you register the people or companies you sell tracking to: their contact details, the Plaspy user they use and the plans they pay you. Payment reminders, payment links and receipts are sent with this information.

To get there, open the My customers menu and choose Customers.

The customer list

At the top is the Customers, plans and items box with the records used and the ones left (see limits). Below it, the filters:

• Status: (All), With an active plan, With a past due or suspended plan or Without plans.
• Plan: the customers with a subscription on that plan, or on Open (custom values).
• Plaspy user: With Plaspy user or Without Plaspy user.
• Show inactive customers: inactive customers are hidden by default; when checked they show in grey.

The search box finds customers by first name, last name, company, document, email, phone, Plaspy user and by their items: device name or code, IMEI, phone number or external id.

The columns are Name, Company, Document, Email, Phone, Plaspy user, Plans (the subscriptions that are not cancelled; the number opens them) and Items.

Create a customer

1. Click the round button at the bottom right (New customer).
2. Type the First name and Last name, which are required, and any other details you have.
3. If the customer uses Plaspy with a sub user of your account, search it in Plaspy user.
4. Click OK. Customer saved shows and the customer is in the list.
5. Open it again to add its plans in Contracted plans.

Customer fields

• Document: id number, optional.
• First name and Last name: required. If missing you will see Please enter the first name. or Please enter the last name.
• Company name: optional, when the customer is a business.
• Email: where the email reminders, payment notices and receipts go.
• Phone: the country is chosen with the flag. It is used for SMS and WhatsApp reminders.
• Plaspy user: optional. The sub user of your account that belongs to this customer. Its devices are proposed when you add a plan, and messages to the customer go out in that user's language; without a user, they go out in your account's language.
• Active: uncheck it when the customer is no longer with you (see below).
• Tags: your own data (see below).
• Notes: free text, only you see it.

Tags

Use them to keep anything about the customer, such as a plate, a contract or a zone. Each tag has a name (Tag) and a Value, one per row. Type in the New tag row and another empty one appears; the trash can removes it. A tag without a value is not saved, and up to 20 are allowed. Tags can be used as variables in the messages. Subscriptions and their items have tags too.

Contracted plans, payments and notifications

When you open an existing customer, the Contracted plans section shows its subscriptions with their status and expiry date. From each row you can open the subscription, register a payment or copy its payment link, and adds a new plan with the devices, external ids or lines it pays for (see Subscriptions).

The Payments and Notifications sections show the customer's payments and the messages sent to it.

Inactive customer

A customer with Active unchecked does not count in the records limit, only shows in the list with Show inactive customers, is not offered when creating subscriptions or filtering, and receives no reminders or suspension notices. Its subscriptions stay in force and expire as usual.

Delete a customer

1. Open the customer and click Delete.
2. Confirm Are you sure to delete this customer?. Customer deleted shows.

A customer can only be deleted when it has no active, past due or suspended subscriptions. If it has any you will see The customer has active subscriptions, cancel them first.

Customer that unsubscribed from the emails

If the customer used the link to stop receiving emails, Unsubscribed from the emails on and the date show under Email. It no longer gets your emails, but it still gets SMS and WhatsApp. If you change its email, the new address receives them again.

Requirements

• Seeing customers requires the View privilege on Customers; creating them, Insert; changing them, Update; deleting them, Delete; downloading them to Excel, Export. See User groups.
• Each active customer counts 1 in the records limit.

Related articles

• Subscriptions
• Payments
• Change history