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.
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.
You can search customers by Custom Fields.
The module also allows to show standard and custom fields in the conversation list.
Administrators can export customers (along with their custom fields) into a CSV file.
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:
Using “Clean Customers” function you can delete all customers who don’t have conversations or messages in the database.
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 users can access customers via the Search page.
If you are receiving “…sameorigin…” error in your browser when customer modal window is opened, check your server configuration.
If you receive 403 when searching customers make sure that “modsecurity” is not blocking the page (see this issue).