Adding and Editing Customers

Customer records in SOLO Server contain contact/registration information about your customer, and each record is assigned a unique Customer ID that is generated by SOLO Server. When you add a license in SOLO Server, it must be attached to a customer record. Depending on how the license is added, it may be necessary to create the customer record first and then add a license to it.

To edit a customer, simply search for the customer record by Customer ID or contact information and then click the Edit button at the top of the customer details page.

Creating a new Customer record

A customer record can be added to SOLO Server in different ways:

Author Interface

To manually create a new customer record in SOLO Server, use the menu Customers / Add a New Customer. You will need to fill out the customer's contact information and choose a Customer Password. These fields are listed below. When you click the Save button, it will take you to that customer record. From there, you will have the option to add a license to the customer record.

Shopping Cart

Before a customer can make a purchase through the SOLO Server integrated shopping cart, they will need to register their contact information, which will create a customer record for them automatically. The customer is given the option to choose their own Customer Password in this case.

Web Services

The CreateCustomer method from our Customer Server web service can also be used to add a new customer record. This should be used for internal applications only and should not be called by client applications distributed to customers.

Customer Record Fields

Customer Password: The password is used by the customer to activate their product as well as to log into the Shopping Cart and Customer License Portal. By default, when adding a new customer, this will be pre-populated with a random Customer Password. Click "Generate New Password" to generate a new random password.
Company Name: Company name.
First Name: First name.
Last Name: Last name.
Address Line 1: Street address.
Address Line 2: Street address line 2.
City: City.
State/Province: State/Province.
Postal Code: Postal code.
Country: Country.
E-Mail: Email address.
Phone: Phone number.
Fax: Fax number.
External Reference: A reference number for an external system.
EU VAT Number: VAT Number for European Union customers. This will be disabled in cases where the customer country is not in the EU.
Notes: Any notes regarding the customer. To clear any existing notes, enter the reserved string MAKENULL.
Notify Product: Whether the user has opted to receive automated product update mailings send out through any of the Daily Processes.
Notify Partners: Whether the user has opted to receive any emails from partners. This is intended for emails send outside of SOLO Server and is not used in conjunction with any mailings send by SOLO Server.
Unregistered: Whether the customer is registered. This flags whether the customer has confirmed their contact details and preferences through the Shopping Cart, Customer License Portal, or by registering through the software. When not set, the customer will be prompted to register the first time they log in to the Customer License Portal.
Invalid Address: Whether the customer's physical address is known to be invalid.
Exclude From All: Whether the customer should be excluded from all bulk e-mail communication such as newsletters or product update notices.
Taxable: Whether the customer is taxable or not.
Is Distributor: Whether the customer is a distributor.
Enabled: Whether the customer is enabled. When disabled, the customer will be unable to log in to the Shopping Cart or Customer License Portal, however they will still be able to activate their software.