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Editing of customer details in CRM

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mountainfeet View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote mountainfeet Quote  Post ReplyReply Direct Link To This Post Topic: Editing of customer details in CRM
    Posted: 12 May 2010 at 12:46pm
We would find it very helpful (and I'm sure many others would too) if we could amend details of customers in the CRM. For instance, if a customer changes email address or they've mispelt or missed a capital letter off a name.

Is this something that can be addressed. If we could export the contacts list and then import it after editing it in a spreadsheet then that would be a step forward.
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RomanCart Team
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Support Quote  Post ReplyReply Direct Link To This Post Posted: 12 May 2010 at 5:27pm
Hi,
You can edit custoerdetails in the new control panel. See the 'announcements' forum for details of how to access this.
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rich-erich View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote rich-erich Quote  Post ReplyReply Direct Link To This Post Posted: 14 May 2010 at 7:19pm
If someone enters their name in lowercase I can change this in the new CRM. However when sending a despatched email it doesn't change the email ie if one includes the firstname tag.
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RomanCart Team
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Support Quote  Post ReplyReply Direct Link To This Post Posted: 14 May 2010 at 9:08pm
Hi,
The despatched email is from the order not from the crm. Change the name on the actual order for this.
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noor View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote noor Quote  Post ReplyReply Direct Link To This Post Posted: 18 May 2010 at 10:56pm
how do you change the name or other detail e.g email address on the actual order?
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Dave P View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Dave P Quote  Post ReplyReply Direct Link To This Post Posted: 19 May 2010 at 6:31am
Hi Noor,

Click on the order number at the left hand side of the sales manager screen and a new screen opens showing details of the order. That screen has a button you can click on to edit the order details.
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