Customers & CRM
Contacts, companies, orders, cases and the activity timeline behind every review
13 articles
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- Logging emails against a contactEmail a customer from Dinopix and keep a copy on their timeline automatically, using the BCC address unique to your business.
- What the Customer CRM DoesHow contacts, companies, orders and cases fit together, where the data comes from, and why it makes replying to reviews easier.
- Contacts & CompaniesHow people and businesses are stored, deduplicated by email, linked to each other, and found again when you need them.
- Orders & Purchase HistoryHow orders reach a contact from your store or a CSV, what you can edit by hand, and how lifetime value is calculated.
- Cases & EnquiriesTrack an issue from first contact to resolved, keep the conversation and notes together, and turn an enquiry into an order.
- Tasks, Assignment & My WorkAssign reviews, cases and follow-ups, set due dates, add watchers, and use mentions so that nothing quietly gets forgotten.
- Importing Contacts & Orders from CSVBring existing customers, orders or enquiries in from a spreadsheet, and control how duplicates and locations are handled.
- Merging Duplicate ContactsCombine two records for the same person, choose which details survive the merge, and stop duplicates being created again.
- My Work: Everything Assigned to YouOne list of the cases, tasks, reviews, messages and mentions waiting on you, across every business you belong to.
- Assigning Work and WatchersGive an item an owner, add teammates who should follow it, and pull someone in with an @mention in a note.
- Custom FieldsAdd your own fields to contacts and companies, such as account number or lead source, then filter and report on them.
- Record TypesTick whether you track orders, jobs or enquiries, name them in your own words, and the rest of the app uses your wording.
- Columns and FiltersShow the columns you care about, put them in the order you want, and narrow a long list down to the rows you need.