Questions about the Customer Module 2
Question 1. How to create customers with duplicate tax identification numbers?
To create customers with duplicate TINs, follow these steps:
Go to Settings → Data Definitions → Select Customer.
Choose the field name as Tax Identification Number and click Edit.
Enable the option to allow duplicate data and click Update.
Question 2. How to filter customers who have made purchases within a specific period on Getfly?
To filter customers who have made purchases within a specific period, follow these steps:
Go to Customers → Select Filter.
Set up the filter:
In the Purchase Information section, select Purchase Status as Purchased.
Enter the desired purchase period (e.g., from 01/01/2024 to 31/01/2024).
Click Apply.
The result will display a list of customers who meet the condition.
Note:
The result will only show the list of customers who have made purchases within the filtered period, but the total revenue and total order value will show the overall values from the past to the present.
Question 3. How to add a new data field to the contact information of a customer?
The contact information includes fields like: Title, Contact Name, Main Position, Phone Number, Main Contact Email, Birthday, Gender, Notes. Currently, the system does not allow adding new data fields to the contact information.
The contact information section is default and cannot be deleted, but you can set up certain configurations like: Mandatory, Data Duplication Check, etc.
Alternatively, you can edit the field names of the contact data by going to Settings → Data Definitions → Customer → click Edit to modify the field names.
Question 4. How to filter custom data fields in the customer section?
To filter custom data fields in the customer section, follow these steps:
Go to Customers → Select Filter → click on Advanced Search.
Add filter conditions: The custom fields will appear, and you can select the data field you want to filter by → then click Apply.
For text input data: You can choose the filter method such as equals, contains, greater than or equal, less than or equal based on your desired filter.
For select list and checkbox data: You can choose the fields you have previously designed according to your filtering requirements.
For Datetime data: You can choose the filter method such as equals, contains, greater than or equal, less than or equal, or from-to for a date range.
Question 5. How to change relationships in bulk on Getfly?
To change customer relationships in bulk on the system, follow these steps:
Check Permissions:
You need to have the Edit Customer permission to change customer relationships in bulk.
Find the customers whose relationships need to be changed:
Go to Customers.
Use the search tool to filter and identify the customers whose relationships need to be changed.
Perform the bulk relationship change:
Select the customers you want to change the relationship for → Choose the Relationship section.
Select the new relationship to assign.
Click Update to complete the change.
Note: Automation commands cannot be applied in this bulk relationship change process, and once the relationship is changed, it cannot be undone.
Question 6. Why can't I see the customer I just created in the system?
If you can't find the customer you just created, there could be a few reasons:
Customer Assigned to Another Account:
If you have the right to create new customers but don’t have permission to view all customers, you can only see customers you are assigned to.
If you create a new customer and transfer the responsibility to another account, you lose the right to view that customer. As a result, the customer won't appear when you search for them.
Customer Has No Assigned Owner:
If the customer has no assigned owner, only users with permission to view all customers can search and view this customer.
If you don't have this permission, you won’t be able to find the customer after removing the assigned owner.
Customer in a Security Relationship:
This corresponds to the system using the Security by Relationship module.
If the customer you created is in a security relationship and you don't have access to that relationship, you won't be able to view the customer.
Solution:
Check your account permissions: Ensure you have the necessary rights to view the required customer data.
Contact your manager: If needed, ask your manager or a higher-level user to help review or update your permissions.
Question 7. How to filter customers with duplicate phone numbers?
To filter customers with duplicate phone numbers on the system, follow these steps:
Case 1: Duplicate Customer Phone Numbers:
Go to Customers → select Filter.
Click on Phone Number → select Find all customers with duplicate phone numbers → Click Update.
The system will return a list of customers with duplicate phone numbers.
Case 2: Duplicate Phone Numbers for Contact Persons:
In this case, go to Filter → select the Contact Person tab → enter the phone number you want to check for duplicates → click Apply.
Question 8. How to assign multiple owners to a customer on Getfly?
Currently, the system allows only one owner per customer. However, to allow multiple users to assist with a customer, you can add "viewers" or create customer viewing permissions by team as follows:
Add Viewers to a Customer
1.1 Add viewers at the Customer list (F2)
Go to Customers → filter customers by the owner you want other accounts to view → add viewers to these customers.
1.2 Add viewers in the Customer details
Add viewers for cases with a small number of viewers that aren’t fixed for each customer.
Click on each customer and click Add Viewer under the Related People section → choose the accounts to add as viewers → click Add New.
Create Team-based Customer Viewing Permissions
You can design teams where accounts can view and edit each other’s customer data within the team by using Department Management. Assign access and edit customer permissions to these users within the team.
For example, in a customer support team with users like Nguyễn Trang, Lê Thị Minh Thư, and Getfly Dev, they can view and edit each other's customers. To do this, you need to assign the team members the appropriate permissions to access and edit customers within their department.
Note: If you want to restrict access for certain users to only view customers within a specific team, and prevent them from accessing data in other teams below, you need to adjust the department structure as follows:
Design the team’s department at the lowest level in the hierarchy. This means the team’s department should not have any child departments beneath it.
This way, the accounts will only have access to customers within this team and won’t be able to access any data from other departments below.
Question 9. How to change the order of columns in the customer list management interface?
To change the column order in the Customer List Management interface, follow these steps:
Permissions
To change the order of columns, you need the appropriate management permissions on the system.
Detailed Instructions
Step 1: Go to Settings → Data Definitions → Select Customer.
Step 2: Drag and drop the columns to reorder them as desired.
When you go back to the customer management screen, the columns will display in the order you've set.
Note:
By default, the Customer Name column will always appear after the sequence number and cannot be moved.
The column order is also dependent on the visibility settings for each data field in the customer management interface. For example, if the Email field is in the third position for the admin account but is hidden for the employee account, the Email column will not be displayed for the employee.
Question 10. What does the “Most Recent Interaction” column mean in the Customer Module screen?
Getfly has added the “Most Recent Interaction” column to the general interface of the Customer Module with the following purposes:
To help users easily and quickly manage and track the most recent interactions with each customer.
To provide a more comprehensive view of the interaction history.
To reduce the time needed for searching and performing actions in the system.
The information displayed in the “Most Recent Interaction” column includes:
The latest comment in the customer interaction section: comment content, commenter, and timestamp.
The latest update in the “Last Contact” field: content, person who updated, and timestamp.
Note: Between the customer interaction comment and the last contact update, whichever was updated most recently will be shown in this column.
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