Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

You can find the export button on the order overview.

...

📤 Direct email communication

All communication with the customer regarding an incomplete order, a bad photo or an invalid study certificate will take place directly from the platform.

Image Added

In the order details, the ER user has the option to click the button to mark the order as incomplete. 

...

The user will see a select list of reasons for which the user wants to mark the order as incomplete. The user must always mark exactly one reason. The list will be based on the list of active e-mail templates in the "Incomplete orders" section and will take into account the type of card to which the template is linked.

Image Added

In the select list, the reason "Other" will be displayed, in which it will only be possible to fill in a text note. The reason "Other" can be used for all other cases for which you will not have set templates.

At the same time, this functionality would make it possible to keep records of communication with the customer directly with the order in OO.

...

Currently, when marked as an incomplete order in the list, it turns red and a yellow exclamation mark icon is added to the end of the line, after hovering over it, a note with the name of the template that was sent to the customer is displayed.

...

When creating a new template in the "incomplete order" section, it is possible to specify which cards the template applies to, the email settings for responses, and the language variants of the email. You can use the same variables in emails as in other email templates. In this section, it is also mandatory to fill in the email address to which you want to send your customers' responses. The process of responses and other follow-up communication takes place outside the platform.

...