Browse Contacts

Here you will hear about some of the features of the Browse Contact page

Step-by-step guide

1. Login to your administration panel admin.yourwebsiteaddress.com

2. Click "Contacts" on the left hand navigation

• This will show a list of contacts including the contact's Name, Email Address,  Number of Orders, Credit, Rep, Pricing Tier and the Type of customer, as well as a Login button to allow direct login as customer.

• You can click on the customer's Name to access their account

• You can click on the customer's Email to instantly send an email.

• The Gear icon allows you to edit the customer's information

• The red X icon allows you to delete an account

• The Disable button allows an account to be disabled temporarily.

The view contact page will display general information about the contact 

Such as their terms, the pricing tier they're assigned to, their sales rep and more

To the right you will find stats on the contact, this will show actual order stats and averages

Order history on the contact performs the same as the browse orders page sales sheet

You can search for jobs, use advanced search and perform mass actions

Please see video for browse orders page for more detail on these functions

1. Client Info

   1. This is a number assigned to the contact that is searchable.

   2. Customer Since-This is the date the contact was created

   3. Sign Up Method-This will identify how the contact was created- Self Sign-up on Website or Admin Sign-up. 

   4. Payment terms-This identifies the terms that are set on the edit contact page

   5. Last Login-The date and time of the last time this contact logged in.
      
      

   6. Sales Rep-This is the sales rep or reps assigned to the account. 

   7. Default Pricing Tier-This is the default pricing tier set to the account

   8. Non-Default Pricing Tier-This is the lowest teir set for any specific products, if there is a custom price set for any products Custom will display here.

   9. Extras-High Priority, Free Coating, Reseller & Tax Exempt will be indicated here is they are set for the contact

   10. Extended Custom Amount- This is the amount set for the contact to extend their cut-off on orders. 

   11. Convenience Fee- The preset convenience fee for the account will be displayed here or if the site default is used. 

   12. Store Credit-Any available store credit presently available on the account will be displayed here.

   13. Referred From-'This is How They Heard' about you 

   14. Sample Pack Requested- Indicates if the contact has requested samples 

   15. Sample Pack Sent-Indicates if the requested samples have been sent (This action happens automatically when the Sample pack report is ran)

   16. Sample Feed Back Sent-Indicates the sample pack feed back follow email has been sent (This email is sent automatically 4 days after the samples are sent )

2. Order Stats

   1. Actual-This gives the actual stats of the account including orders for the day, yesterday,the current week, the current month, current year and total ever.

   2. Average-This looks at the account and breaks it down into averages for daily, weekly, monthly and annually

3. Order History

   1. This is a complete order history of the contact, if a contact has an extensive order history only a portion of the complete history will be displayed by default, you may click this button and load additional jobs to the page 20 at a time.  

4. Search by

   1. This allows you to search the contacts jobs history using the job id. 

5. Advanced Search

   1. This allows you to search the contact's job history using the Shipment Tracking ID,  Internal Shipment ID, Order/Job/Quote Number, Job Name, External Reference Number

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