Two ticks decide it. CRM — see customers lets a person look at the customer list, profiles and follow-up tasks. CRM — work with customers lets them change things: add customers, write notes and calls, give tags and set tasks.
Where to find it
Give or take the ticks in Admin › Administration › Users & access › Users & logins: open the person and tick the features. The store owner always has both.
Who can use it
| Role | CRM — see customers | CRM — work with customers |
|---|---|---|
| Admin | Yes, with the role | Yes, with the role |
| Manager | Yes, with the role | Yes, with the role |
| Supervisor | Yes, with the role | Yes, with the role |
| Moderator | Yes, with the role | Yes, with the role |
| Store Manager | Yes, with the role | Can be given |
| Seller | Can be given | Can be given |
Other roles do not usually get them. The user form shows this advice next to each tick.
CRM — see customers opens:
- CRM overview, Customers and Follow-up tasks in Admin › CRM › Customers
- each customer's profile: orders, delivered and returned counts, money spent, notes, calls, tasks and tags
- Export CSV of the customer list
CRM — work with customers adds:
- Add customer, and changing a customer's details, tags and staff member in charge
- writing notes and calls, and deleting wrong ones
- adding, ticking and deleting follow-up tasks
- making tags, the Group rules (VIP and Inactive) and Refresh numbers
Good to know
- Give both together to someone who will work with customers. The CRM links in the sidebar show only with CRM — see customers.
- Product reviews has its own tick, Reviews: Admin, Manager and Moderator get it, and a Store Manager can be given it.
- Website customer accounts is a separate tick for the list of people who signed up on your shop.
- Inbox chats have their own ticks too (Inbox — own chats, Inbox — every chat, Inbox settings).
- Staff only ever see your store's customers.
Common problems
- A staff member cannot find the CRM in the sidebar. Tick CRM — see customers for them.
- They can see customers but there is no Add customer button, and tick boxes are grey. Tick CRM — work with customers too.
- A Seller should see a customer's order history. Give them CRM — see customers; it is not part of the Seller role by itself.
Related
Still need help?
Ask in our Facebook group — the team and other shop owners answer there.
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