Customer & Users

Here you will find optional features to further tailor your Nettailer for your customers.

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Customer graphical profile and unique URL

Allows you to create a customer connected graphical profiles for your Nettailer. This add-on is bundled with "Customer group URL" so you can have your end customer browsing in on their own unique URL with their unique design and promotions.

ID 602+844

Customer unique URL

Allows a customer unique URL to be set on a customer. Using the URL brings you to the customer unique site were prices, promotions and profiles are show even though you might not be logged in.

ID 844

Two-factor security for customer users

Further enhance security for your end users. This setting allows you to enable 2FA for users, with instructions in frontend.

ID 977

File upload on customer or customer group

On a customer / customer group, a tab is added where it is possible to upload a document.

The most common formats are supported. The documents uploaded to the customer are then visible in a list on the same tab and can be downloaded and deleted. The administrator can choose whether the document should be visible to the Customer or not in the front end.

Document uploaded can be shown as part of "special order routines" alert in order admin.

ID 995

Customer user purchase limit

Possibility to enter a maximum amount for purchases, that the user has within a predetermined time interval.

The limit is specified by entering for a user, either start and end date for a period, or a start date and a fixed recurring period (monthly, quarterly, yearly), as well as a credit amount/limit.

For the user, it is shown in the front end how much money remains to be traded for during the period. When the limit has been exceeded, the user receives information about this and it´s no longer possible to place order.

The settings for controlling the credit limit are specified in the administrative part of the user's connection to a specific customer.

You can also enter the credit limit / period when loading users via Excel.

ID 851

Customer connected form fields

Possibility to connect form editor fields to customer and customer groups.

This can be good if, for example, external systems requires that certain fields should not be longer than X number of characters, or if the end customer requires a field to be mandatory, which it normally is not, etc.

(*) Note that this only applies to the order values that today have support for form editor settings in the confirmation email. There are currently only address fields; order reference / contact information etc. are not affected by form editor in the confirmation email.

ID 527

Customer Segments

Customer segments allow horizontal connections between customers, including customer groups, in comparison to the vertical connecting between customers and customer groups.

ID 983

Sales team

With the "Sales Teams" add-on, you can create groups of administrators. The advantage of this is that administrators only see orders that are relevant to them.

ID 885

Fast registration

This feature is intended to simplify the login and registration by moving registration to the checkout page if not logged in i.e the user is not redirected to another page when registering and the user gets redirected to the final checkout page after registration. This flow is valid only when the user has placed items in the basket when not logged in.

This feature also adds ability to allow guest users in the shop. This feature is only available if a payment provider that allows guest users is enabled.

ID 1082

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