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You can see customer open quotes, drafts, and click on them to see all belonging to that customer.
- Add drafts to customer display box
- make quotes and drafts clickable to go to order grid sorted by customer email
- add sign up to newsletter checkbox pre-ticked to create a form
Companies
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Companies
In ODB, companies can be managed in two main ways (or three, if you include turning the feature off). You can not use it , in which case simple disable it. You can use it the odb default companies , where you assign an attribute for companies, or match it to an attribute you’re using elsewhere and track someone as a company. And you can use it either:
Disable the feature if you don't want to use it.
Enable the ODB default companies where you assign or match an attribute specifically for companies. This allows you to track someone as part of a company.
To use this feature, go to the ODB settings and select an attribute that will store the company information. It's important to note that this attribute must already exist; ODB will not create it for you. Additionally, this attribute must be of the 'dropdown' type, and it is a customer attribute that can only be created through the admin panel in the enterprise version.
If you need this attribute but it hasn't been set up yet, you can ask your development team or reach out to Rixxo for assistance in creating it.
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Please note if you intend to install AW company accounts in the future this can cause compatibility issues. It is recommended to migrate the data and remove the attribute before installling. |
ODB can also be used with the Ahead works company accounts module , which will fully create a AW company and add the user to it.
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When a customer is selected, it ODB will use that customer for the order.
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