Features for Users - Customer Manager

General

  • Adding, modifying, removing and grouping of customers
  • Customer specific notes
  • Automatic responses on registration
  • Possibility to assign a Workspace user as customer's contact person
  • Possibility to assign price group and default theme for customer groups
  • Customer statistics
  • CSV export of customer information (Standard Edition only)
  • CSV import of customer information (Standard Edition only)
  • Customer's order history
  • Searching and sorting of customers by:
    • Customer number
    • Customer information
    • Customer group
    • Assigned user
    • Total sum of customer's orders
    • Creation date

Customer information includes

  • Configurable information given by the customer
  • Other internal information
  • Associated customer groups
  • Following statistical data stored about customer
    • Amount of orders
    • Total sum of orders
    • Date of last order
    • Total sum of last order
    • Average sum of orders
    • Average amount of products in order
    • Customer creation date
    • Date of last visit

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