Customer Management

CRM overview
This article explains in details key functionalities of CRM module.  Explanation of functionalities in "CUSTOMER" tab: Electric Mobilt...
Wed, 20 Mar, 2019 at 8:28 AM
Customer Touchpoints
This article handles the registration and activation process from the EV owner perspective. Purpose of article is to give an overview of how services are us...
Wed, 20 Mar, 2019 at 8:28 AM
Customer Registration
Customer registrations are done typically from dedicated registrations sites which Virta creates. For registration following information is required: ...
Wed, 20 Mar, 2019 at 8:28 AM
Adding Customers Manually
In normal case your customers create account themselves through the customer registration page without need for you in the middle. However, there are spec...
Wed, 20 Mar, 2019 at 8:28 AM
Customer payment types: Prepaid and post-paid
There are two options for your customers: either they use the prepaid model or you bill them afterwards for their charges. If you select prepaid model, al...
Wed, 20 Mar, 2019 at 8:28 AM
Adding RFID Cards Manually
Instructions for adding RFID card to customer account Step 1: Log-in to admin.virta.fi Step 2: Navigate to ”Customers” Step 3: Find customer from...
Wed, 20 Mar, 2019 at 8:28 AM
Customer Groups
Virta system supports creation of customer groups for easier reporting and in the future also invoicing. Customer groups can be created from "Settings&...
Thu, 13 Jun, 2019 at 8:59 AM