Showroom Support

Top Support issues 1. User cannot create enquiry entries 2. An enquiry has been incorrectly marked as lost-sale; can a new enquiry be opened with the same customer? 3. There are duplicate customers showing in the outstanding enquiries task pad. How can this be resolved? 4. A customer has been entered into the system and is appearing in the ´20 most recent contacts´ list, but it is not appearing in the "Outstanding Enquiries" list. 5. There are changes to existing showroom user accounts. 2 salespeople have left and one salesman needs permissions to view the remainders diaries. ISSUE 1 Problem: User cannot create enquiry entries. Cause: User does not have required permissions. Solution: Contact support dept to remedy this. Back to Top ISSUE 2 Problem: An enquiry has been incorrectly marked as lost-sale; can a new enquiry be opened with the same customer? Cause: May be accidental deletion or incorrect data held on the customer record. Solution: A new enquiry can be opened on an existing customer record. The enquiry has been closed, not the customer. Back to Top ISSUE 3 Problem: There are duplicate customers showing in the outstanding enquiries task pad. How can this be resolved? Cause: Customer record may have been entered twice by 2 different users, due to change of address. Solution: Depending on the number of duplicates, the user must identify the enquiry IDs that need removing. The enquiry ID can be viewed by: Clicking on the relevant name in "outstanding enquiry" Clicking the blue "Contact" Link in the Enquiry details The Contact ID is the 4 digit number displayed in the top left of the Contact Details screen. Once the required Contact IDs have been collated, contact the support department, who will remove the duplicate(s), adding any attached history to the correct contact. Back to Top ISSUE 4 Problem: A customer has been entered into the system and is appearing in the ´20 most recent contacts´ list, but it is not appearing in the "Outstanding Enquiries" list Cause: There are no enquiry records attached to the customer record. Solution: A new enquiry can be added to the existing customer record. Alternatively, the customer can be removed from the system and re-entered as a brand new enquiry. Contact the support department with the relevant customer name to do this. Back to Top ISSUE 5 Problem: There are changes to existing showroom user accounts. 2 salespeople have left and one salesman needs permissions to view the remainders diaries. Cause: Personnel changes. Solution: Contact the support department with relevant usernames. Back to Top Other Support Areas Contact Product Support. If your question is of a technical nature, please use this form. Report an Issue Please use this form to report suspected issues in Loyalty Logistix products. Registration Required Areas If you are already a client of Loyalty Logistix but don't have access to these areas. Please fill in the Client Registration Form Client Resource Centre    Section dedicated to our clients, Includes Free Downloads, Updates, Online User Manuals and useful resources - all organized into one convenient location. Enhancement Request Form allowing our existing customers to send us ideas for enhancing future versions of products.