Customer Client Projects is available for 4.31+ sites. It must be enabled by Commerce Vision.
Customer Client Projects lets your B2B customers place orders for a specific client jobs ('projects'). For example, a site sells car parts. Applicable customers, e.g., auto shops, can use this feature to keep track of parts ordered for each repair or servicing job.
A customer user can add Clients and Projects themselves on your website. When placing an order, the user has the option of linking it to a client and project. This makes it easy to keep track of what has been purchased for a project at any time.
On this page:
Step-by-step
1. Enable Customer Client Projects
Once the feature is switched on for your site, Administrators can enable/disable it in the CMS.
- In the CMS, go to Settings → Feature Management → Content.
- Ensure Customer Client Projects is toggled ON.
You can then give your customers access to Customer Client Maintenance and Project Maintenance. Links to these pages can be added to the Dashboard menu or somewhere on the home page .
2. Configure Options
Order Project Selector Widget
- In the CMS or on the website, navigate to Settings → Settings (/zSettings.aspx).
- On the General tab, find and tick the Enable Customer Warning Note checkbox.
- To save the setting, click the Update button.
Customer Client Project Dialogs Widget
- In the Customer Maintenance screen (/CustomerMaintenance.aspx), search for the required customer.
- Click the Customer Details tab.
- Click Modify.
- In the Warning Note field, enter the warning text.
- To save it, click OK.
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