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New Customer ?

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Red View Drop Down
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    Posted: 30 January 2012 at 1:31pm
Support - We have noticed that because the system works from the email the customer enters to work out if they are a New or a past customer that some past customers are being marked as New ones.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Support Quote  Post ReplyReply Direct Link To This Post Posted: 30 January 2012 at 1:34pm
Hi,
This is an interesting point.
How are you determining that the customer is in fact the same customer which appears under a different email address, and is this something which would apply to all cases in your view?
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Red Quote  Post ReplyReply Direct Link To This Post Posted: 30 January 2012 at 2:12pm
Hi Support
The customers are saying that they are previous customers under sorce. I noticed that we have quite a lot say this but show as New Customers.
I have just checked through a few of these and found one that when I search by name comes up with a past order ut is showing as a new customer.
I will email you the order numbers direct so you can see.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Support Quote  Post ReplyReply Direct Link To This Post Posted: 30 January 2012 at 2:13pm
Hi,
The system uses email address to identify a customer.
If the customer uses a different email address then they will be a new customer on the crm.
Many Thanks
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Red Quote  Post ReplyReply Direct Link To This Post Posted: 30 January 2012 at 5:25pm
Thank you support for the answer, I was aware that the system uses the email address to set the order either as New Customer or a Previous customer. I was just wondering if it was possible for you to set this feature to give a better result? (not sure how that could be done).
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Support Quote  Post ReplyReply Direct Link To This Post Posted: 30 January 2012 at 8:02pm
Hi,
It's not possible.
You can have multiple people with the same name at the same address. e.g. a large company or a university. The email address is the only way to do it without having customer signins/accounts.
Many Thanks
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Red Quote  Post ReplyReply Direct Link To This Post Posted: 31 January 2012 at 8:29am
OK
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