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The customer statuses and the categories can be configured in Customer Care. You can find the configuration module below ‘Configuration’ → ‘Customer Status’.
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Please note that starting February 2024, this will become available to all the Maxxton Software clients. Just make sure to add the module ‘Customer Care’ into one of your roles and assign the permission ‘Customer Care - Customer Status Configuration’. |
How to configure the categories?
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Some notes on the different fields:
Name | The name of the new category. By default this will be created in your active language, however, you can add more translations after creating the category. |
Code | The code of the new category. This code is language independent. |
Description | You can (optionally) add a description of the category to explain the usage of this category. Visible in the list mode of the customer status categories. |
Update mode | Using this setting it is possible to specify where the values would come from. There are three different options;
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Manual override allowed | If the update mode is set to either automatic or external it is possible to configure if it is allowed for a user to override the value manually. If the toggle button is on (enabled), it means a user with the right permissions can manually change the value. |
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How to configure the customer statuses?
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In the wizard, it is possible to enter all the details. Please note that the Name and code are mandatory.
Field name | Comment | |
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Name | The name of the customer status. Can be translated in the next step. | Mandatory |
Code | Code of the customer status. Used for language independent reporting/statistics. Can’t contain whitespace. | Mandatory |
Description | Full description of the customer status. | Optional |
Colour | With the colour picker it is possible to select a colour. This colour will be used for the customer status badges and will help you to easily identify the customer status. | Mandatory |
Icon | It is possible to upload you own image/icon that can be used in to show in the customer status | Optional |
Display as | Choose from three options:
This is to configure how the customer status badge should look like in Maxxton Software. This is a setting for the future, currently it will always only show a badge with the name, but in the future we’ll look at this setting. | Mandatory |
How to translate a Customer Status?
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This can be done by going to the customer profile, possible in both the reservation manager and customer care.
For more details visit the page How to change the customer status manually?