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
- Sending order email to multiple people
- Creating an Account
- Troubleshooting: My customer can't submit an order
- Implementing Customer Service
Orders
- How to: Create an Order
- 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?
- 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
- Trigger to an employee based on customer location
- Wiping Companies List