Bottom panel of the add new customer window shows buttons to activate, deactivate or set up trial for a customer. Following screen shot illustrates it:
- Save and Activate: Once all fields are filled in Add New Customer window, then clicking on Save & Activate will sign up the customer and will activate it. Please note that this does not send welcome email to customer. Please refer to Sending Welcome Email section to send welcome email.
- Save and Activate Trial: Customer may ask to sign up for trail to make final decision. To setup trial account click on Save and Activate Trail button. Trial customer will pricing files only. Except pricing files, everything will be locked for secondary login.
- Close: This will close "Add New Window"