CRM - auto add address details

Hi Rich,

How do you mean exactly? When a customer makes a purchase their address should be added to the CRM. Click on the word 'customer' in the first column to see their details. Were you referring to something else or looking for something slightly different or is this not the case in your CRM?

Thanks

James

Hi Rich,

Dont forget that customer details will only be stored for three years so if a customer has had no activity within the last three years then their details will be removed.

If you find a customer who has not had their details saved then please send their name to the support inbox and we will have another look.

Thanks

James

Hi Rich,

I did check several of your customers from today and the last few days and they all did have their address so i'm unsure of what you are looking. This why I need you to send us a customers name where you are not seeing the address and then we will be able to tell you why this is.

Thanks
James

I know what you mean rich-erich. We have the same.

Rich-erich means when you go to tools/customer relationship manager. You get a list of users of your site. If you then scroll along to the edit column and click on edit it brings up the customers details. However, it only shows e-mail address, phone number and customers name. The address fields are left blank.

I believe what Rich-erich is asking for is the address fields here to be auto completed when a customer first orders, otherwise it is left to be manually completed.

We have exactly the same and I've never bothered to fill in the missing detail, but would like it if it was filled in automatically.

Usual thing probably too much to do and not enough time. If your like me you need 100 hour weeks with no sleeps!