AuctionGate | Logistic CRM system - How to edit a client?

To edit a customer, select the required record in the table and click the  button (Figure 1, Pointer 1).

Figure 1 - Client website page

This will open the "Client" window, which presents 4 blocks of information.

Includes general information about the client, to make the fields editable, click "Edit" (Figure 2, Pointer 1), then make the necessary changes in the appropriate fields:

  - Block “Authorization data”. This block displays information with general details about the client:

• “Select status” - set the client activity;

• “Responsible” - from the drop-down list that opens when you press the  button, select the employee to be assigned to the client;

• “First Name” - enter the client's name;

• “Last Name” - enter the client's last name;

• “Email” - specify the customer's e-mail address;

• “Phone” - provide the customer's phone number;

• “Password” - specify the password for the client. The password must be 5 or more characters long.

• “Confirm password” - repeat the password.

Note: The Status, First Name, Last Name, Email, Password, Confirm password fields are mandatory.

Figure 2 - "User" window

- Block "Destination port and Country" is used to specify the destination port and country where the shipment is to be sent. To edit, click "Edit", then make the necessary changes in the corresponding fields:

• “Destination port” -  from the drop-down list that opens when you click on the button, select the port to which the vehicle is destined;

• “Receiver country” - from the drop-down list that opens when you click on the button, select the country to which the vehicle is destined;

- Block "Company". This block displays general information about the client's company. To edit it, click "Edit", then make the necessary changes in the corresponding fields:

• “Company name” - enter the customer's company name;

• “Phone” - provide the company's phone number;

• “Email” - provide the company's e-mail address;

• “Website” - company website;

- Block "Company address". This block displays information about the company location. To edit it, click "Edit", then make the necessary changes in the corresponding fields:

• “Address 1” - enter the company's primary address;

• “Address 2” - provide an additional address (if necessary);

• “Country” - specify the country where the company is located;

• “City” - enter the city where the company is located;

• “State” - specify the state;

• “Zip code” - enter your zip code;

Figure 3 - Continuation of the "User" window

- Block “Note” provides the ability to add notes or additional information that may be useful in describing features or additional customer data (Figure 4, Pointer 2).

- Block "Price Lists" is intended for setting the price list for the client. From the drop-down list, which opens when you click on the  button, select the desired price list for the client. To edit, click "Edit", then select the desired price list.

To save the data, click on the "Save" button In case of canceling, click "Close" button.

If it is necessary to delete the client, click on the "Delete" button. After that a window will open, in which to confirm the deletion click on the "Yes" button, to cancel click on the "No" button (Figure 4).

Figure 4 - Confirming/Canceling Client Deletion