Topic
Customers & addresses
Customer accounts, portal access, the address book and customer issues. 15 articles.
How-to guides
- Customer settings and order form field modesChoose what customers can do, fill in and see in the portal and on tracking links, set each order form field to hidden, optional, required or locked, and override it for one customer.Company admin
- Add customers and give them portal accessCreate a customer account, add contacts, invite them to the customer portal, set credit limits and holds, and find each customer's billing and settings pages.Company admin
- Keep an address bookSave the places you send from and to, mark favourites and defaults, and import a list of addresses so ordering takes a few taps.Customer portal
- Use the address bookLook up saved pickup and delivery addresses, check their pricing zone, and find addresses that need fixing before orders can use them.Dispatcher
- Answer customer issuesRead and reply to the problems and help requests customers send from their portal, and close them when they are sorted.Dispatcher
Page guides (9) · every field and button of a screen
- CustomersThe Customers list: the totals, the attention chips, filters and search, every column, row and bulk actions, and importing customers from a CSV file.Company admin
- Customer detailEvery part of a customer's page: the header buttons and ⋯ menu, the record navigation, and the Overview, Contacts, Places, Pricing, Billing and Invoices pages. The settings pages have their own guide.Company admin
- Add and edit customerEvery section and field of the Add customer and Edit customer form: the essentials, then the optional More details groups (account profile, shipping address, billing and terms, tax, pricing, custom fields, notes and documents).Company admin
- Address bookThe Address book page of the portal: search and filters, address cards and badges, favourites and defaults, the address form and importing a CSV.Customer portal
- ColleaguesThe Colleagues page of the portal: who has access, inviting a colleague, what they can do and see, their notifications, resending an invitation and removing access.Customer portal
- Help and requestsThe Help and requests list and one request's conversation in the portal: asking for help, topics, statuses, replying, closing and reopening.Customer portal
- AddressesThe address book of every customer: totals, attention chips, filters, columns, the address panel, row and bulk actions, merging duplicates, the postal code check and importing addresses from CSV.Dispatcher
- Address book cleanupThe AI address book check: checking live or overnight, pause / resume / stop, the AI suggestions, the rule-based quick checks, accepting, merging, dismissing and accepting a whole group.Dispatcher
- Customer issuesThe Customer issues inbox: the status chips, search, the issue list, the conversation panel, replying, closing and reopening, and where else issues appear.Dispatcher