Manage Orders Setting Up a Customer
Manage Order Setup
We want to get customers set-up so they can log into our nw.manageorders.com.
How to setup customers
- Customer Tab
- Web & Email Tab
- Give this Customer Manage Orders Access
- Email: email used on the last order placed
- PW: 1234 (all customers receive the same password)
You can test the customer’s password at nw.manageorders.com
Send the customer a stock email with User Name and Password
- In customer tab, go to the Activity Tab
- Add an Activity
- Activity Type: Drop down Menu: select Email
- Select Stock Email: ManOrders
- Select Send-Email (just like you do with order approvals.)
- Record in Salesforce (Linkpoint). When you send make sure you use the Linkpoint and the customer is in Salesforce.com.