Customer & Users

Show customer graphical profile

Allows you to create a customer connected graphical profile

ID 602

Two-factor enabled for "users"

Allows you to enable 2FA for users.

Customer Segments

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

User purchase limit functionality

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

Show customer group URL

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

ID 844

Batch connecting customers to group

Customer connected form fields

Possibility to connect form editor fields to 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

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

95ID 9

Admin user changer in front-end

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