Customer Care - Customer Status
- Elwin Vreeke
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’.
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?
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 press 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;
|
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. |
How to configure the customer statuses?
Once you have created a category it is possible to configure different statuses for that category. Remember, each customer can only have one customer status from a single category at the same time.
Click the ‘New status’ button in the lower right corner of the ‘Status’-card.
In the wizard, it is possible to enter all the details. Please note that the Name and code are mandatory.
Field name | Comment |
|
|---|---|---|
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?
Customer statuses can be translated. First, you will need to configure a customer status. Once this is done, you can easily translate them, by pressing the three dots behind the customer status.
You’ll see a modal window that shows the basic settings (that you can also change here). Press the ‘Translations’ tab at the top and you’ll be able to add translations as usual in Maxxton Software.
How to configure rules for an automatic category?
If you have configured a category with a update_mode ‘automatic’, it will become possible to configure the rules for when a status should be assigned to a customer.
Make sure that you have set the update_mode to ‘automatic’ and that at least one customer status exists.
Automatic rules are always based on the number of reservations made by the customer. By pressing the ‘Add status rule’ button you can add a new rule.
You can set the minimum and the maximum number of reservations a customer should have to get a certain customer status.
Using the number of days it is possible to set the timeframe in which these bookings need to have arrived. This is to make sure that older bookings will expire (if you want that).
It is advisable to use the same timeframe for minimum and maximum to make it more predictable. It is even considered if this will become mandatory in the future.
Per customer status, only a single rule is supported.
How to manually assign a customer status?
It is possible to manually assign a customer status to a customer (but only if the category is set to manual or lease if manual override is allowed).
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?