The new customer profile was created with updated code and server changes. This change was necessary for the profile to withstand new feature releases. What you will also find is a new interface! This interface was created for smoother navigation through the customer profile, and a clearly defined separation between the profile level of your […]
Customer Profile
How to Blacklist a Customer or Block an ip address
In this video we show you how to blacklist a customer (Stop them from getting a quote) Hard blacklist vs soft blacklist Blacklist by Name, Email or IP address Tip: Blocking the name : “test”
Navigating a Customer Profile
This is an overview of the Customer Profile, in this video you will find the following How to find a Customer’s Profile :20 Changing Customer Information :50 How to view an Original Bid vs the Last Recalculation 1:07 Has a Customer opted in or out of text/email 1:42 Manually changing the status of a customer […]