Customers
New customers are created and customer information is maintained and managed under the Customers menu in the Wise staff client.
- Customer administration
- Learn about the actions available from the Customer administration menu of the Wise staff client.
- Search customer
- Learn how to search via customer details within the Customers module in the Wise staff client.
- Import data
- Learn how to import customer documents in the Wise staff client.
- Customer registration
- Learn how to register new customers directly from the Customer menu.
- Customer overviews
- Learn how to generate and view customer overviews in the Wise staff client.
- Customer count per date
- Customer count report
- Development customer count (fixed period or choose period)
- Library-at-home report
- Policy
- Subscriptions per new arrivals profile
- Online memberships
- Share cards
- Duplicate customers
- Ignored customers when deduplicating
- Number of customer badges
- SchoolWise
- MediatheekWise
- Customer types
- Learn about the customer types available within the Wise staff client.
- Customer workflows
- Find workflows for use in the Customer administration section of the Wise staff client.