Sorting & Filtering Contacts
You can easily categorize and filter your contacts list in your database by tagging them one or more attributes.
Tags can also contain values, making it easy to store metadata such as birthdays, account numbers or anything else.
Because your Contacts database is tightly integrated with your Sales, any customers who buy through any sales channel will be collected in your Contacts Database, making repeat sales fast and easy.
With your website connected to the Synaps Commerce Platform customers can see and update the database without without you having to import, sync, or do manual entry.
With a central Contacts database that contains all your customer information, repeat sales are as simple as searching for the customer.
Customers can be tagged as belonging to groups to receive special pricing. It's easy to configure prcing-per-group and there are no limits to the number of pricing groups.
You can easily store additional information about contacts using Tags, plus you can add text and images to contacts. Perfect for advanced use cases such as displaying a list of accedited installers
on your website.
Contacts for individuals within companies are easy to manage, allowing customers to see all records for their company within web portals, or restrict a credit limit for all individuals ordering from an organization.
Customers can be enabled with a prescribed credit limit, making it easy to dispatch those commercial orders straignt away followed by an account statement.
Contacts can have Store Credit, either from returns they've made or a balance you grant to their account. Store credit saves the hassle of processing refunds and then new charges.
The Synaps Commerce Platform contains a web-hosting feature that can be used to easily create customer-facing websites. Portal websites can be used to connect with customers and achieve specific goals such as:
- Portal sites to let customers lodge a new repair job.
- Portal sites for customers to look up the status of their order.
- Portal sites to capture data, such as warranty registration details or entries into a draw.
Currently portal websites are an advanced feature likely to require some knowledge of HTML, we recommend contacting the helpdesk if you want to use customer portals.
E-Commerce sites can leverage the Contacts module to make it easy manage customer logins and details from within the Synaps Commerce Platform. Life is much easier with a central contacts database driving your whole operation.