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Customer Module V2 - No Hierarchy Introduction
  1. 365 Retail Markets
  2. 365 Catering (Spoonfed)
  3. Customer Module
  4. Customer Module Version 2.0
  5. No Hierarchy Set Up
Customer Module V2 - No Hierarchy Introduction
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Introduction

No Hier View.png

 

With the "No Hierarchy" set up of the new Customer Module, customers are arranged by Contacts. This set up is useful if customers are individuals who place orders with the caterer.

Read more about the set up options of the new Customer Module here.

Summary Cards

No Hier Summery Card.png

The summary cards displayed at the top of the module give a snapshot of five different topics.

  • Total Customers: The total amount of Organizations in the account
  • Sales: View customer sales from the previous 4 weeks, 3 months, 6 months, or in totality
  • Top Customers: Customers with the most order revenue
  • Customers at Risk: Customers who have not placed orders recently
  • New Customers: Customers who have recently been added to the account

Search Bar and Filters

From this view, you can use the search bar to find a specific Contact and use the filter tool if you want to search by Customer Tags.

No Hier Filter.png

 

Contacts Tab

No Hier Contact View.png

The contact tab is where all Organizations' contacts are listed and the individual Contacts. 

This view shows:

  • Contact Name
  • Tags - If a tag or tags has been assigned to the Organization
  • Phone - A contact's number can either be the same as the Organization, or it can be unique to the contact. Learn how to edit a contacts information here
  • Email - The contact's email used to create their account and receive order confirmations
  • Last Order Date
  • Last 6 months Revenue
  • Reviews - If you have enabled customer reviews, the number of review they have submitted will show here