Customer Type

Greg H. shared this question ago

Answered

When a client enters a quote online, the default customer type is defaulting to church. That is our first one in our type list. I am sure that this is doing the same for everyone using the first customer type in their list.

My question is this.. could a customer enter a quote online without it giving it a customer type and then when we access the order on the back-end it then error us and prompt us to enter the customer type? This would be similar to sale person.. the client doesnt get that on the web site but we get that on the back end. It seems the same code loop could be used to check for client type once the back end is opened.

This would allow the office user to make the correct customer type choice from the list, as it stands right now we get no prompt for a type since it is defaulting to the first in the list.

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Comments (2)

IO S. ● 8 years ago

There is not a way at this time to make it prompt you at this time, but if you go to settings->Customer Types and add one called "-net set-" it will default to that rather than "church." This suggestion is good though so i'll note it in our product development system so that we can edit the code for a future release.

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Jessie O. ● 8 years ago

Ive been encountering a similar issue randomly over the last two weeks, except our customer types are changing after they edit their original order...

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IO S. ● 8 years ago

Can you send us some example lead ID's to look into this at sales@inflatableoffice.com?

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Jessie O. ● 8 years ago

1374683 is the most recent one. Some other things that I found, hopefully will help identify this bug:

1. I was able to duplicate the error on 1388282. It happened on the 3rd quote revision when I attempted to book something that was under the minimum amount and got the red banner. Fields blanked after that, then defaulted to first customer type.

2. This also happens on the contact form. Any contact form we receive has the first customer type listed though they do not have the option to fill it in.

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IO S. ● 8 years ago

I found the issue thanks to your addtional information. I will release a fix for it shortly. Regarding the contact form, currently we require customer type be filled before saving a lead. We had a recent request to change this. I'll add your scenario to the request. Thanks!

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IO S. ● 8 years ago

Another option is to put your customer type question on your contact form so it comes in properly completed. I can help you do this if you would like.

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