Open Admin › CRM › Customers. Next to each customer's phone number there is a coloured badge with their parcel record, for example 92% 11/12. Hover over it for the advice, or click it for the full record.
Where to find it
Admin › CRM › Customers, under each customer's name, after the phone number and district.
You see the badges when the customer fraud check is on and you work with website orders (feature Website orders) or the ERP.
Step by step
- Open Admin › CRM › Customers.
- Wait a moment: each badge shows ···, then fills in.
- Read the colour. Green: usually takes parcels. Amber: call first. Orange: take an advance. Red: better not to ship.
- Hover over a badge for the advice in words.
- Click a badge to see the full record: parcels received and returned, from your shop and, with a BD Courier key, from other couriers.
Example: at Rangdhanu Fashion the marketing manager plans a WhatsApp offer for old customers. On Customers she filters the list and sees two numbers with red badges. She leaves them out of the cash-on-delivery offer and asks for an advance from them instead.
Good to know
- The same record as on orders. It is the badge from Website orders, Seller orders and Courier & parcels, so a customer looks the same everywhere.
- Filters and new pages fill their badges by themselves.
- No badge? The customer has no usable phone number, or the check is off.
Common problems
- No badges at all. The switch Show the customer's record next to orders and parcels in Admin › Administration › Security › Customer fraud check is off, or your login has only CRM access.
- A badge shows "?". The record could not be loaded. Reload the page.
Related
Still need help?
Ask in our Facebook group — the team and other shop owners answer there.
Ask the community →