--- title: "myCustomer Service - Configuration" canonical: "https://wiki.soft1.eu/space/EME/187072533/myCustomer%20Service%20-%20Configuration" format: markdown --- Through the myCustomer service, the customer is informed immediately –through automatic email transmission – each time a document is issued for him. In order to use the new myCustomer service, you must follow the next steps: 1) In System menu (Select ) > User licenses >Web and Mobile Licenses, service "SOFT1 myEnterprise Engine" as well as the new service "SOFT1 myCustomer" must be enabled. Select and . 2) When step 1 is completed, application configuration follows. ## **▶️**myCustomer - Configuration ### Company data In order for the service to operate, parameter must be updated (with value [Yes]) found in **Company parameters** at tab - . Alternatively, you can activate myCustomer service from S1 Portal. The email to be displayed in customer update, as the transmission address, shall be the one completed in company data –tab   - "Email" field. ![image-20240313-133134.png](media://c2e0d385-5b26-41a4-8dba-190fc2b61a86) ### Documents Series - Customers Further configuration should be done in Series which will be used for document entries and the customers for whom you wish to be informed. The configuration of the Series and customer data can be done manually or automatically. **a)  Manual configuration** 1. To activate the service, for the Series you want, at the document Series configuration> General data> panel "Printout" activate "myCustomer" parameter. 2. To activate the service for customers who wish: - in customer data - tab "General Data", panel "Sorting" activate "myCustomer" parameter. - The email to which customer information is to be sent is the "Email" found in tab "General Data"  > Accounting > Accounting Dept e-Mail **b) Automatic configuration update** If the parameter is not (manually) enabled in Series and customers, it is possible to be enabled automatically during the printout of the document, if the specific parameter is selected in company parameters. When the central mechanism is enabled in company, then upon selection of a document for printout (through the selection of the printout form), a message is displayed asking whether an email is always to be sent automatically for the specific document Series. If you select: - **Yes:** Flag" myCustomer" in Series configuration is updated with [Yes] value. This means that the specific series shall appear on the list of series for which an email is send automatically through myCustomer service. No message shall be displayed, but the update shall be transmitted automatically (as long as the customer has also updated the same parameter in his card). - **No:** Flag"myCustomer" in Series configuration is updated with value [No], case upon which the message will not be displayed again during printout of documents of the specific Series. - **Cancel**: the message shall be displayed in each printout of a document of the specific Series, until you select "Yes/No". Following the message on Series update a relevant message to inform the customer is displayed. | | | --- | | **Notes: **
1. If during the process of automatically updating SOFT1 configuration, the first time you use a Series no message appears which asks if you want for that particular document Series to enable myCustomer service, then you should confirm that "myCustomer" field " on Series carries the value" null ". If carries the value "0" it means that for this Series have been previously chosen not to activate the myCustomer service. 2. When myCustomer flags on Series and Customers are set to "Yes", the first time you send an email to customer ... - automatically opens up for him a web account based on his email .The email username will be the customer's email and password will be automatically generated.
![image-20240313-133219.png](media://a57126b1-9ec0-42f2-9baf-0f228407ae7e)
If your installation supports also B2B service then the  new web account will show the following.
![image-20240313-133245.png](media://8207ed78-8599-4268-a62d-3c865fe676b3)
- The first time an update is sent for the issuance of a document through "myCustomer" service, the customer shall receive 2 emails: - The first email informs the customer with regard to "myCustomer" service. - The second email contains information on the document, as well as the link directing the customer to myCustomer service. | ## **▶️**myCustomer -  Display & Home Page For myCustomer service exists a special job by which you can enter data - views, browsers - that will be available to their customers. From the same place you can track which Web Accounts - ie customers - and for what Series myCustomer service is activated. The job is available from the menu Parameters> Web & Mobile> myCustomer  ![image-20240313-133412.png](media://8fe2a58d-a135-4a67-89a6-16d3343bc179) **Recommended user**:  SOFT1 User with whom you have to connect myCustomer service. The specific SOFT1 user should NOT be Administrator and should have access only to SOFT1 views and browser used by the service. **View**: SOFT1 view in which the documents will be shown through the service In [**Items**] the area fill in the description, View and Browser that customers will see as users of myCustomer service. In **[Printouts**] choose the prints/reports to be used and their description. In [**Other**], select the Rss feed and Gadgets you wish to appear on the Home page of the myCustomer.  ![image-20240313-133446.png](media://38cbb42b-8ad4-4774-bb78-4ab9b00091be)