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backoffice:customers [2021/05/14 16:01] – [Editing Marketing Consent] melbackoffice:customers [2021/05/14 16:16] (current) – mel
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 ===== Editing Marketing Consent ===== ===== Editing Marketing Consent =====
  
-Marketing consents are set up under back office settings under [[backoffice:setup:settings:customer|customer settings]].+Marketing consents are set up under back office settings under [[backoffice:setup:settings:customer|customer settings]]. When you collect customers information in order to market to them you must ask there permission as part of GDPR. For more on GDPR please see the [[info:GDPR|GDPR Page]].
  
 +When a marketing consent is ticked or unticked this records in the database and can be viewed on the view history section of customers. 
  
 +===== Editing Interests =====  
 +Interests are set up under back office settings under [[backoffice:setup:settings:customer|customer settings]]. 
  
 +Interests can be ticked or unticked. 
 +
 +===== Measurements  =====  
 +Measurements are set up under back office settings under [[backoffice:setup:settings:customer|customer settings]]. 
 +
 +Measurements can be input here. Press Save. 
 +
 +===== Notes =====  
 +Notes can be used to keep notes about the customer. Please be careful on what information is entered as if the customer requests a copy of personal data that you hold (GDPR). Notes is include on this. 
 +
 +
 +===== Tools =====
 +
 +==== Track Transaction ====
 +
 +If a sale needs tracking against a customer you can use this to track the sale to the customer.
 +
 +==== Delete Customer ====
 +
 +If a customer has requested to be deleted you can delete the customer. 
 +
 +==== Print All Details ====
 +
 +For GDPR this allows you to print/pdf/export the customers details inline with that a customer can request a copy of personal data that you hold
 +
 +===== Overview Customer Details =====
 +
 + Overviewing customers information  all depends on your [[backoffice:security|security settings.]]
 +
 +  * Use the search box to search for you customer. 
 +  * On the list select the correct one and press Overview.
 +
 +
 +| **Overview** | View Top Five Brands, Branches Visited and Sales Data. |
 +| **History** | View Purchase History. |
 +| **Consent Log** | View Consent Changes.  |
 +| **Account** |View items on Account and Balance  |
 +| **Layovers** | View items on Layovers and Balance |
 + 
Last modified: 2021/05/14 16:01
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