In the system, you can create and change a customer code. The customer code can be used to log into BI and online services.
Recommendation: FlexyBox recommends not using the same code as your short code for the customer code. You change your customer code by following these steps:
Step 1:
Click on Show, and then click on Customer and Staff Directory.
Step 2:
A new window will open. Double-click on the person for whom you want to create or change a customer code (no. 1).
Step 3: A new window will open.
Click on Information (no. 2).
Click on the arrow next to Customer code (no. 3).
A new window will open. Click Continue (no. 4).
Step 4:
Enter the customer code (no. 5). FlexyBox recommends not using the same code as your short code for the customer code. Click on the check mark (no. 6).
Click Save and close (no. 7).
The customer code is now saved.
