CRM Overview

This article explains in details key functionalities of CRM module. 

Explanation of functionalities in "CUSTOMERSHIP" tab:

Electric Mobility Provider (EMP): Name of the organization that the customer, end-user, has legal contract with. The organization in question, or it's parent organization, will see customer's details when they access Virta admin system.

Password: Possibility to reset customer's password. Customer will receive an email inviting them to reset their password.

Additional information: This field will show optional, customized information that is asked from user during registration. Example of use case could be personal ID number or vehicle registration number.

Plan: This shows the account type which user has. Please see more information here

Status: This shows if customer account is locked due to too many failed log-in attempts. Additionally, customer account can be marked from active to disabled. If customer account is disabled, charging is not possible and log-in to customer portal and applications is prevented. 

Group: Shows to which group the customer belongs to. Please find more information of customer groups here

Explanation of other tabs:

BILLING HISTORY: Shows all the times when new balance has been added to customer account

USAGE HISTORY: List of customer charge events

STATISTICS: Simple statistics of users events

FEEDBACKS: Feedback log from customers contacts to helpdesk. Please find more information here

RFID: Please find more information of RFID process here

MY PAGE: Link to customer portal view for the particular customer in question