What?
When making a new account it is possible to add different account options:
- To validate filtering by object, item, customer classes (based on different pricing plans)
- Add features: Loyal customers, Active customers
How?
Enable item / customer class and object
Code Block |
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[hansaworld]
enable_item_class = true
enable_objects = "true"
enable_customer_class = "true" |
...
Code Block |
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[hansaworld] update_active_customers = true update_loyal_customers = true |
Add in the features option parameters textbox when making a new customer account
incl. TOML format
...
.
Parameters can be added only when making a new account otherwise, data for the account should be re-imported (in case of account upgrade or etc.)
Partneraccounts should always have all of the options enabled at the start
Availible options
update_active_customers
- import row counts active clients. True/false option which will be availible in theproperty
Customers
dimension. Example:Code Block Count(Filter([Customer].[Customer].Members, [Customer].getBoolean('Active')))
update_loyal_customers
- at the time of import loyal clients will be counted. It will become a true/false
option and after thet availible in theproperty
Customers
dimension. (A loyal customer has at least 3 invoices in the last 6 months, but not in the same month) Example:Code Block Count(Filter([Customer].[Customer].Members, [Customer].getBoolean('Loyal')))
enable_item_class
- enables classification of articles (has an impact on import and calculation time)enable_objects
- enables object accounting (has an impact on import and calculation time)
...