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Client Profiles
Client Profiles
Learn all about Clients and their profiles, sorting, processing, and data entry
Amalia avatar
Written by Amalia
Updated over a week ago

Go to “Clients” and press “+ Client” to create your first Client profile in Orderry. Fill in the necessary details and you’re done. And don’t forget to check out the “Settings> Forms editor > Client form” page to set up custom forms for future reference.

Note: Use short-cut access to check-in customers directly from a given Lead profile, Order profile, or Sales profile.

Stage One. Basic Structure and Custom Categories

From the very beginning all your Client profiles vary by type: “Individual” and “Company”. You will be able to set up Client forms and, therefore, check-in faster.

On the next level, your Client profiles refer to vendors you’re actually purchasing from (represented by the “Supplier” checkbox). You may want to highlight a potentially conflictual nature or explicitly unmannered behavior (represented by the “Disappointed” checkbox).

In the case of suppliers, the Client profiles feature the truck icon in the title line. Eventually, you’ll be able to select suppliers for Postings.

This feature makes retrieving data about suppliers, generating a list of suppliers by pressing “Suppliers”, and other supplier-related tasks on the “Clients” page substantially simpler.

In the case of customers (buyers) and suppliers, the Client profiles may be featured with the red smile emoticon icon in the title line. Similarly, this applies to the incoming calls and relevant pop-up notifications.

Provide individual or company details by filling the “Client name” field or the “Company name” field accordingly.

Stage Two. Data Entry, Record-Keeping, Usage

Complete individual details by filling a list of fields, based on your preferences in the Client form.

Press “+ Add phone” to insert a corresponding phone number or multiple ones. This may work for your business even better in the case there are many different contractors or subcontractors you’re dealing with everyday.

At this level, phone numbers vary by type as follows: “Mobile”, “Work”, and “Home”. You may also have the custom ones by entering a corresponding title and pressing “+ Add” to save your progress.

On the next level, phone numbers refer to broadcasting automated notifications or sending them manually (represented with the “Agrees to receive SMS” checkbox).

After making a selection, a given client will receive automated notifications. When leaving the checkbox unchecked, the client will not receive automated notifications and a related button for sending SMS manually will not be displayed.

Note: Make sure you’ve got everything in place with integration settings on the “Integrations” page so that your VoIP Telephony service can work properly and, therefore, you can start making or taking calls.

Eventually, making calls in your Orderry becomes a matter of just a few clicks. Press the handset icon in a given Client profile, select a corresponding handset on the list (in the case there are multiple ones) and, enjoy your call.

Stage Three. Built-In SMS Broadcasting Gateway

Before looking at the SMS broadcasting feature in action, you’ll have to complete the following steps:

Step One. Make sure the “Agrees to receive SMS” checkbox next to the client's phone number is enabled

Step Two. Get a new dialog window for SMS broadcasting by pressing the quote icon next to the handset icon

Step Three. Use the “Phone number” field to enter another phone number. If you’re going to use the existing phone number already saved in the system, skip this action.

Step Four. Select the SMS message template from the “Template” dropdown list. Have a glance at the text, make edits if necessary, and press “Send”.

Stage Four. Broadcasting Emails

Here's what you should do to send emails to your clients:

Step One. Check the “Agrees to receive Email” checkbox next to the corresponding email address.

Step Two. Hit the envelope icon next to the “Email” field to get a new dialog window for emailing a client

Step Three. Use the “Client email” field to enter another email address. If you’re going to use the existing email address already saved in the system, skip this action.

Step Four. Select the Email message template from the “Template” dropdown list. Enter the message subject in a corresponding field. Review the text one last time when you have to and press “Send”.

Stage Five. Bringing Geo-Location Data to Life

Given that you have a correct physical address for record-keeping, you can further improve your Orderry experience. Press the Geo-location button next to the “Address” field for a map view of a client across a given locale.

Stage Six. Knowing Exactly Where They Come From

Knowing all ins-and-outs of the customer journey is not that hard. Remember to fill details in the “How the client found us” field with every Order entry and automatically report on ad campaigns. Learn more about ad campaigns and available setup on the “Settings > Marketing” page.

Final Stage. Dealing with Discounts, Notes, Tags

Here is all you need to know about customer discounts and how to manage them.

Notes and tags look self-explanatory, they help with extra record-keeping of individual and company details. But when done right, the “Tags” field can significantly improve the value of your sales database. Attach custom tags to your Client profiles, whether customers or suppliers to your business, edit or merge tags and easily make reviews from time to time.

Every stage you’ve completed has been leading you to this point. Press Create” to see your first Client profile successfully put into the system. Your customer base is going to grow exponentially over time while enabling you to maintain Client profiles in a day-to-day context, additionally update them, remove redundant ones, and use bulk actions. This is what makes your sales database clean, clear, and up-to-date. Available at any time and from any device.

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