After the interconnection capability is activated, there are many ways to open the account of the downstream enterprise. Generally, if the interconnection administrator or the salesperson in the enterprise manages the downstream account, there is no need to enable the configuration here, and the administrator or salesperson directly manages it. account number. When the administrator and salesperson cannot uniformly maintain the Internet account, according to the degree of openness of the enterprise, the opening method of the Internet account also supports user self-registration.
Enterprise Internet account (associated customer): mainly refers to the opening method of the Internet account used by downstream dealers and service providers, generally using Internet applications such as Ordering Express, Funxiang FMCG, and Service Express-downstream service providers. Click Settings, the display is as follows:
Generally, if this setting is turned on, it means that the business in the enterprise is open to all users, and only the relevant customer and contact information needs to be registered by the user (the user's registration information can be set in the above parameters, which can ensure that the enterprise needs to be collected) information, or it can be set simply to enter the user name), and at the same time, you can also set the default role of the self-registered user to ensure that the user can use the related business authorized by the enterprise after having an account.
In the use of self-publishing business, some medium and large customers will emphasize that some new customers cannot be created independently by the user. At this time, you can enter the option of customer name setting, as follows:
1. Customer name = contact name + mobile phone number, which can be modified by the user. Generally, there is no strong requirement for the customer name. This option can be used to automatically generate the customer name. If it is not correct, the user can modify it independently
2. Customer name = contact name + mobile phone number, which cannot be modified by the user. Generally, the requirements for the customer name are not strong, and in order to simplify user operations and avoid users from entering other information, you can directly lock the customer name, contact name and mobile phone number, allowing users Quickly complete the registration and enter the relevant business.
3. It only supports the selection of existing customer names. For medium and large enterprises, users are not allowed to create customer information arbitrarily. At this time, they can only choose from existing customers. (In order to ensure the security of customer data, please pay attention to setting the matching mode and the number of displayed items to ensure that customer data will not be queried externally in large quantities)
4. Only support customer names to be obtained through industrial and commercial inquiries. Some companies require accurate and reliable customer information. At this time, users are forced to query and register accounts from industrial and commercial information, and users are not allowed to enter arbitrary customer names.
The method of opening a personal account is the same as that of an enterprise account. Currently, only personal settings are supported for self-registration. Generally, personal accounts are directly open to consumers. Currently, there are mainly two services: the ordering mall (which has been removed from the shelves) and the service link-end users for some customers.
The account synchronization setting is a configuration item for the joint management of the Internet account and business data. If the relevant information of customers, partners, and contacts is modified, the relevant information of the interconnected enterprises and persons connected with the Internet will be updated in conjunction. If the customer is deleted, resulting in the invalidation of the associated information of the docking company and the docking person, then the account of the Internet user does not need to be maintained by the administrator, and can be automatically removed. (Generally, it is not recommended for customers to enable this function directly, it is recommended to enable it according to the actual situation of the enterprise)