Customer cards
Each customer has a card, recognised by their phone number. It shows all their orders, deliveries and returns.
ReadHow to do it
- For a customer, open their card (« Clients » or an order card).
- Click « ⛔ Liste noire » to add them, or « Retirer de la liste noire ».
- With the rating button, choose green, neutral or black, or « ↺ Revenir au classement automatique ».
- To set the rules: « Paramètres » → « Règles automatiques ».
- For each rule (V1 green, N1 and N2 black): on or off, priority, number of orders, and for black rules « propose » or « apply by itself ».
Good to know
- A decision made by hand always wins over the rules.
- A parcel lost by the carrier does not count against the customer.
- You need the « blacklist » right.
More guides on this topic
The contact book
« Contacts » keeps the details of suppliers, the delivery company, partners and service providers in one place.
ReadSupplier and delivery company contacts
A « Supplier » contact is linked to the supplier card. A « Delivery company » contact can appear in « Réclamations ».
ReadAnalyse Facebook and Instagram
« Analyse des réseaux sociaux » reads your figures from Meta: followers, comments, messages and posts. It is an analysis screen.
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