Customers Management (CRM) Module

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.

Custom Fields

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.
  • 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.

Exporting Customers

Administrators can export customers (along with their custom fields) into a CSV file.

Importing Customers

Administrators can import customers (including their custom fields).

Deleting Customers

Merging Customers

Just add an additional email addresses to the customer and customers will be merged automatically.

Access to Customers for Nono-admin Users

Non-admin users can access customers via the Search page.

Troubleshooting

If you are receiving “…sameorigin…” error in your browser when customer modal window is opened, check your server configuration.

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  • Version: 1.0.12
  • Required App Version: 1.7.26
  • License Period: Lifetime
  • Open Source: AGPL-3.0