In this article, you will learn about the Dispatch Connect Address Book and how to Save Customers.
Solution: Give users an overview of what the Address Book offers, as well as faster order placement by using our Saved Customer enhancement.
- You must have a Connect subscription
- Adding a New Address Through Order
Adding a New Address Through Order
From the Dashboard, you can create a New Delivery. When you begin to type an address in the search box, if it doesn’t already exist, you can save that customer and location.
If it’s a new address, you’ll see the button that says Save Location To Customer.
In the Address box, you can Select or Enter an Address.
When you have multiple addresses already saved they will show up as you start typing in the Address box. (These saved addresses will have the bookmarks to the left of the address listed.) Or if it’s a new address, the Save Location to Customer button will show up under the Notes section.
Once you start typing in an address or customer name, your saved customers, as well as any other similar companies or addresses will start to automatically show up in a list allowing you to select the one you want.
Here are all the fields you can fill in and save for each customer:
- Customer Name (Which is usually the company name)
- Phone (optional)
- Email (optional)
- Service Duration (optional)
Note: In order to allow for SMS or Email notifications, the following fields need to be filled out.
- Notifications: select from None, Both, SMS, or Email
- You can specify by customer, which notifications you want sent out from the list
Click Save Customer when everything you want is completed. Once you’ve saved the customer you’ll get the "Customer Saved" message as shown below.
When you see the Bookmark symbol to the left of the customer or address, you know the customer and address have been saved.
Address Book in Menu Bar
The Address Book is in the top Connect menu. When you click on it you’ll see this screen listing any customers you have saved (once you start saving some!)
To view additional addresses under a company name, click More. To shorten the list again, click Less.
Editing or Deleting a Customer
You are able to edit or delete a customer by clicking into the Address Book. Click on the pencil icon to the right of the customer you want to edit or remove.
You can adjust any fields listed as well as click the Add Location button to add a new branch location to your customer’s name. When you’re finished click Save Customer.
To delete a customer, from the Edit Customer screen, click on the Remove Customer button.
Edit location allows you to edit the location using the adjust location pin to utilize latitude and longitude.
Create Customer Button
Another way to add a new customer is from the Address Book tab in the top menu, you can click the Create Customer button.
Default Pickup Address
When you add a new location, you can set the Default Pickup Address by toggling on the option just to the right of the Address field. Save when completed.
You can decide by customer, which notifications you want them to receive. Here is where you’ll select the checkboxes indicating which of these notifications this customer should get.
If you have questions, please contact us at firstname.lastname@example.org. A Dispatch team member will reach out to you for support.