Sales / Customer Service

Articles geared towards sales, customer service, customer relationship management

Customer Service

• My customer can't make a payment.
• My customers can't complete the order process
• Order Remakes
• Where can I find the setting that changes the automatic date Allmoxy puts in when a customer places an order?
• Answer customer questions and find information quickly
• Email Log
• Sending order email to multiple people
• Creating an Account
• Setup a support chat for my customers on my Allmoxy instance
• Troubleshooting: My customer can't submit an order
• Implementing Customer Service
• Ensure your Allmoxy emails send properly

Orders

• Repeating or duplicating previous orders
• Formatting orders for import
• Where can my customer see my terms and conditions?
• Adding Attachments to Orders
• Deleting orders and bids
• Sending triggers to the contact who places an order
• How can I set it up so when I order a product, I can send the order email to multiple people at the vendor?
• Billing and shipping addresses to automatically populate for customers
• Reversing the status of a shipped order
• Order Folders
• Importing Orders into Allmoxy
• Order Status History

Customer Management

• Why cant someone create an account?
• Dealer Mode
• Understanding what your customer sees
• Customer sign-ups
• Should I import my customers or let them create their own accounts?
• Can Allmoxy allow us to set the default permissions when a new customer signs up?
• Customer exclusive categories and products
• Is there a way to set up payment terms for a customer?
• "The email is already taken" error
• Send bulk emails through Allmoxy
• Does the customer need to create an account and sign in before viewing the shipping page?
• Fake bot accounts
• Add a New Company
• Contact Updater
• Exporting Customers and Contacts Out of Allmoxy
• Options for Adding Customers
• Making a contact or company active/inactive
• Merge Companies
• Setting Preferred Language for Individual
• Trigger to an employee based on customer location
• Wiping Companies List

Pricing

• How to apply discounts to orders
• I want to control what pricing new customers see.
• Company Tags
• Once per order charges.
• I offer dealers an exclusive price that isn't a percentage discount.
• Increase the cost of specific options on products
• How to use boolean (check box attributes) in pricing
• Adding a surcharge to a paragraph box attribute
• How to prevent price changes from happening on existing orders when updating catalog pricing