You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Customer Client Projects is available for 4.31+ sites.  It must be enabled by Commerce Vision. 

Customer Client Projects is aimed at B2B customers that regularly place orders for a specific client jobs ('projects'). Such customer user can add Clients and Projects on your website. Instead of a standard order, they can place one or more orders against a project. An easy way at any time to keep track of what has been bought for a project. An example is a site that sells car parts. Their customers, e.g., mechanics, garages, can use this feature to keep track of parts ordered for each car repair job.  

On this page:


Step-by-step

Enable Customer Client Projects


Once the feature has been switched on for your site, Administrators can enable/disable it in the CMS.


  1. In the CMS, go to Settings → Feature Management → Content.

  2. Ensure Customer Client Projects is toggled ON.

If this feature has been set up for your site, your customers will have access via the Dashboard menu. 

  


 

Step-by-step guide

1. Enable Warning Notes

  1. In the CMS or on the website, navigate to Settings → Settings (/zSettings.aspx).

  2. On the General tab, find and tick the Enable Customer Warning Note checkbox.

  3. To save the setting, click the Update button.


2. Add a Warning Note to a Customer

  1. In the Customer Maintenance screen (/CustomerMaintenance.aspx), search for the required customer.

  2. Click the Customer Details tab.

  3. Click Modify.

  4. In the Warning Note field, enter the warning text.
  5. To save it, click OK.




Related help

  • No labels

© Copyright 2001-2023 Commerce Vision Pty Ltd. Use of this site signifies your acceptance of Commerce Vision’s Terms & Conditions. CV Connect, the Commerce Vision logos, and other Commerce Vision marks are assets of Commerce Vision Pty Ltd.