Editing of customer details in CRM

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   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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mountainfeet Members Profile Find Members Posts Newbie Joined: 19 June 2008 Status: Offline Points: 3	Post Options Post Reply Quote mountainfeet Report Post Thanks(0) Quote Reply 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.

Support Members Profile Find Members Posts RomanCart Team Joined: 16 March 2004 Location: United Kingdom Status: Offline Points: 10803	Post Options Post Reply Quote Support Report Post Thanks(0) Quote Reply 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. Many Thanks Support

rich-erich Members Profile Find Members Posts Senior Member Joined: 18 December 2008 Location: United Kingdom Status: Offline Points: 735	Post Options Post Reply Quote rich-erich Report Post Thanks(0) Quote Reply 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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Support Members Profile Find Members Posts RomanCart Team Joined: 16 March 2004 Location: United Kingdom Status: Offline Points: 10803	Post Options Post Reply Quote Support Report Post Thanks(0) Quote Reply 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. Many Thanks Support

noor Members Profile Find Members Posts Newbie Joined: 25 March 2010 Status: Offline Points: 14	Post Options Post Reply Quote noor Report Post Thanks(0) Quote Reply 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 Members Profile Find Members Posts RomanCart Guru Joined: 15 February 2004 Location: United Kingdom Status: Offline Points: 4066	Post Options Post Reply Quote Dave P Report Post Thanks(0) Quote Reply 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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