Customers

Using the filter on the customer list allows you to optimise your work with customer management. A variety of different filters and parameters are available to select.

This article describes the layout of the customer list and the configuration of sorting columns.

This article describes how export customer list data to an Excel table, and how to import the customer base into the system.

Editing mode. Description of the functions of the main blocks. Cleaning the customer base by eliminating duplicates.

Important information for a specific customer, presented in blocks.

Effective and fast ways to communicate with customers. Control of work with the customer via the creation of tasks and notes.

This article describes how to activate the corporate customers section, how to configure the user rights associated with this section, and how to carry out the migration of existing customers to corporate customers.

For a corporate customer card and for companies, you can create separate custom fields that will be displayed in the corresponding blocks in the card.

The section is completely identical to the list of customers, with the exception of several filters that are available only for corporate customers.

Customer tagging - setting custom tags with the possibility to filter the list of customers and chats by them.

The article describes how to work with tags in the order card and use them to filter the customers in the list.

This article will show you how to edit or delete a tag and which sections will be affected by this operation.

The list of calls can be filtered in the same way as filters on the order and customer lists. The presence of a call record is determined by the connected telephony. "Linking" to the customer and the order will allow you to open information on customers and orders quickly and easily.

Not all email file formats are available to upload to the system. When collecting emails from the Gmail mailbox, there may be connection problems due to the service's security policy. We therefore recommend that you create a second email mailbox.

The system displays information on the delivery status of messages. There is a specific method of sending SMS messages to customers.

To make an outgoing call from the customer/order card, simply click on the “handset” (telephone) icon. Integration with a telephony system must first be set-up via the Marketplace. Information on calls is recorded in the "History of calls".

When you receive a call, a notification with information about the caller will appear. From this notification, you can make a call or create a call-related task.

In the system, there are four locations from which you can make outgoing calls.