You may sometimes find that you want to flag certain customers to warn of potential problem transactions. For example, a customer might have a habit of reporting all of their orders as missing, therefore you would be wise to always use a tracked service when dispatching their items. If you have a huge customer base or many employees, committing such problem customers to memory will be an act of futility.
This is where the watch list in Cloud Commerce Pro comes into play.
Please see our overview guide of the customer screen for a more general introduction to this area of Cloud Commerce Pro.
1. Admin Centre
From the admin centre in Cloud Commerce Pro, click "My Customers".
2. Customer / Company List
Find the customer you require from the list either by using the search box or using the alphabetised filter along the top.
3. Customer Screen
At the top of the customer screen, click the button for "Watch List" as shown.
4. Watch List Editor
Enter your reason for putting the customer on a watch list for future reference in the text box provided. Click "Save" to go back to the customer screen.
If you want to remove a customer from the watch list, simply click the "Remove" button.
5. Watch List Warnings
When you arrive back on the customer screen, you will notice a new banner warning to signify the customer is on the watch list.
6. Order Dispatch
If you view an order for this customer on the order dispatch screen, you will now see multiple warnings that this customer is on the watch list.
7. Watch List Reason
Hovering your mouse over the warnings on the order dispatch screen will display the reason this customer is on the watch list.
8. Detailed Guides
Click the links below for detailed guides on how to use each function of the customer screen.