Customers Management (CRM) Module

This module allows to manage, find, create, delete, export customers and add custom fields.

When customers are filtered by a mailbox, only customers having conversations in this particular mailbox are displayed.

Custom Fields

Fields of the following types can be added to customers:

• Dropdown: Classic dropdown list with an option to select one choice.
• Single line: A traditional textfield.
• Single line tags: A textfield allowing to select multiple items.
• Multi line: A larger text area for longer text.
• Number: A field allowing to enter only numbers.
• Date: Date in YYYY-mm-dd format.

Fields marked as “Display in Profile” are displayed in the customer profile. Customers don’t see their custom fields in the End-User Portal and can’t edit them.

If you enter a text starting with “http://” or “https://” into the Single Line field, it will be shown as a link in the conversation sidebar.

You can search customers by Custom Fields.

The module also allows to show standard and custom fields in the conversation list.

Exporting Customers

Administrators can export customers (along with their custom fields) into a CSV file.

Importing Customers

Administrators can import customers (including their custom fields).

If you want to import customers’ social networks, specify them in the following format in your CSV file:

“Twitter:https://twitter.com/example123,Facebook:https://facebook.com/example123,Telegram:https://t.me/example123”

But don’t expect customers to be linked when receiving messages from them via Telegram Integration, Facebook Integration or Twitter Integration modules.

Cleaning Customers

Using “Clean Customers” function you can delete all customers who don’t have conversations or messages in the database.

Deleting Customers

Merging Customers

Just add an additional email addresses to the customer and customers will be merged automatically (only email and conversations will be moved, no customer data is copied/moved).

Access to Customers for Non-admin Users

Non-admin support agents can access customers via the Search page.

Troubleshooting

If you are receiving “…sameorigin…” error in your browser when customer modal window is opened, check your server configuration and check these instructions.

If you receive 403 when searching customers make sure that “modsecurity” is not blocking the page (see this issue).