Customer Consent Settings for Receiving Communications
In many countries, businesses are legally required to obtain customer consent before sending any communications. However, we believe the choice should be yours—whether you manually enable consent in Orderry for each new customer or have it enabled by default for all customers.
That’s why a new setting has been added to the "Settings > General" page under the "Customers" section:
Clients consent by default to receiving notifications on their phone numbers.
Clients consent by default to receiving notifications via email.
If these settings are disabled, you will need to manually enable consent when creating each new client.
Redesigned Documents Tab in Client Profiles
We have redesigned the Documents tab in client profiles to give you more control over which documents you can access. Now, you can decide which specific documents to view, making it easier to manage your records.
Furthermore, we have introduced new employee role permissions, allowing you to define whether users can access client and asset documents across all locations or only those they have access to. So if you have a network of service centers or stores, you can grant employees access to a customer's service history across all company locations through the customer or asset profile.
For example, an employee can view a customer’s order, job, or ticket history in the client profile, even for locations they don’t have access to. They can also open the order and view the “General Information” tab. However, other tabs and order editing will be restricted in such cases.
If you have any questions, suggestions, or comments about these changes or Orderry in general, please contact our Support Team via chat.