Customer Care - Customer Status

It is possible to configure different customer statuses in Maxxton Software. These are grouped in different categories and the idea is that each customer can have one (or none) of the configured customer statuses per category. A good example of a customer status category is for example the loyalty level.

Where to find this?

The customer statuses and the categories can be configured in Customer Care. You can find the configuration module below ‘Configuration’ → ‘Customer Status’.

How to configure the categories?

When you open the module you will immediately see the list of available categories.

Click on one of the existing one the edit the details and configure the customer statuses or pres the button in bottom right corner to create a new one ('New customer status category').

Follow the steps in the modal window to complete the new customer status category.

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; Automatic; this would mean that the active customer status in the category per customer would be assigned based on the configured rules. This will be calculated per night. Manual; the system wouldn’t set any value automatically. The different levels (customer statuses) will only be set manually by the employees. External; this is just an indicator to tell the user that the values are going to be set automatically. It is expected that the values would be determined by an external system and the values will be pushed by API. However, it wouldn’t automatically enable an integration, that would be a separate step.
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.