Please find attached below the topics discussed on this page:
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What is the Customer Account
The customer account provides the customer information grouped on the below customer’s information abouttopics:
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Accounts
The customer customer’s general information are is displayed in this section (see below example)
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Additionally, the user has also available:
Blacklisted Toggle: by set setting it to ON, the user is flagged as blacklisted, which means that he/she won’t be able to buy on the company website any longer anymore using the email registered in this account.
Enable Editing button: by clicking on this button, the user can modify the customer’s details mentioned above. Once the data has been updated, the user should click on the Stop Editing button and then Save.
Unsubscribe Email button: By clicking on this button, the customer will be unsubscribed from any marketing list.
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In this section, the user will be able to check any email exchange between the customer and the Customer Service Team (see the below example)
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By clicking on the View Details button on the right side of each page, the user will be open the Ticket Tickets page with all threads.
The Create Ticket button redirects the user to the New Ticket page, where an email can be sent to the customer.
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All orders placed by the customer will be listed in this section (see the below example)
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By clicking Clicking on the order number Order Number or the Master Order Number will open the order page.
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The payment status of each order is listed in this section (see the below example):
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Gift Cards
Any Gift Card already sent to the customer are is listed in this section (see the below example):
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Bring me back to the eManage CRM Helpdesk Overview page
Additionally, on the Gift Cards table, there are two buttons:
Selecting the i button a small tab pops up displaying the Gift Card details (see the below example)
Clicking on the $ button, the tab to recharge the Gift Card will appear (see the below example)
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Nonetheless, at this moment, the Recharge option is NOT working. |