Customer – SupportCandy https://supportcandy.net The most reliable customer support plugin and ticket system for WordPress Fri, 13 Dec 2024 05:50:26 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://supportcandy.net/wp-content/uploads/2022/07/cropped-logo-32x32.png Customer – SupportCandy https://supportcandy.net 32 32 General https://supportcandy.net/docs/general-2/ Mon, 29 Jan 2024 09:42:12 +0000 https://supportcandy.net/?post_type=docs&p=334109

Support → Customers

In SupportCandy, there is no need to add customers manually. Your users will get automatically added to the customer list once they create a ticket on your ticketing system. You can’t add customers manually.

User Registration

If you want to register your users through SupportCandy then you can do it from Support > Settings > General Settings > Page Settings > User registration > Enable > Save the changes.

Users will get registered to your site but they will not get added to the customer list until they create a ticket on your ticketing system. 

]]> Customer Management https://supportcandy.net/docs/customer-management/ Mon, 29 Jan 2024 09:48:07 +0000 https://supportcandy.net/?post_type=docs&p=334111

List

Support → Customers

You can see a list of all support customers in this section. The list includes details like the Name, Email Address, User Type, Number of Tickets, and available actions such as View, Edit, Logs, or Delete.

  • Filters:
    Use filters to narrow down the customer list based on specific criteria:
    • All Users: Displays all customers in the system, including those without tickets.
    • Users Has Tickets: Shows only customers who have active or resolved tickets in the system.

The search bar allows you to quickly find specific customers by their name or email address.

Edit

Support → Customers → Edit

  • You can modify the Customer Name but not the email address.
  • To change the email address:
    1. Go to Dashboard → Users → All Users → Search for User → Edit the Email.
    2. Update the email and click Save Changes.
  • You can also edit the value of custom fields associated with the customer.

Delete

Support → Customers → Delete

  • Deleting a customer through SupportCandy will permanently remove:
    • Customer Information
    • Custom Field Information
    • All Tickets Belonging to the Customer

Note: If you delete a customer from Dashboard → Users, only the WordPress user account will be deleted. The customer info, custom fields, and tickets will remain intact in SupportCandy.

Logs

Support → Customers → Logs

  • The Logs section tracks changes made to customer fields.
  • It provides a detailed history of modifications, including what was updated, when, and by whom.

These features collectively help administrators efficiently manage customer records, ensure accurate data, and maintain a comprehensive audit trail.

]]> Customer Fields https://supportcandy.net/docs/customer-fields-2/ Mon, 29 Jan 2024 09:54:14 +0000 https://supportcandy.net/?post_type=docs&p=334113

Customer Fields

Customer Fields are used to store additional or advanced information associated with customer accounts. These fields can be customized to meet your specific needs, making it easier to manage customer data effectively.

How to Add a New Customer Field

To add a new customer field, follow these steps:

  1. Navigate to Support → Custom Fields → Customer Fields.
  2. Click the Add New button (as shown in the header of the image).
  3. Configure the new field by providing a name, description, and any necessary settings.
  4. Save your changes to finalize the new field.

Example of Customer Fields

The section highlighted in the image displays two default customer fields:

  1. Name: Stores the customer’s full name.
    • Example Info: “Please insert your name.”
  2. Email Address: Stores the customer’s email address.
    • Example Info: “Please insert your email address.”

Each field has an Edit option under the “Actions” column, allowing you to update field settings when necessary.

View or edit customer field entries

Customer fields are visible at Support > Customer > View, also customer fields can be seen at the Individual ticket page under the “Raised By” widget at the info icon.

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