RO App

General information about the contacts base in Orderry

Contacts. General Information

Learn about ways you can create contacts in Orderry

How To Create Contacts?

Learn all about Contacts and their profiles, sorting, processing, and data entry

Contact Profile: Basic Information

Learn all about contact profiles and their usage in Orderry

Contact Profile: Additional Features

Learn how to work with contacts using the Orderry mobile application

How to work with contacts in the Orderry mobile application?

Learn how to set up discounts for your contacts

Managing contact discounts

Find out where the history of contact profile changes is stored and displayed

The Contact Event Feed

Learn how to edit the contact table and the information it contains

The Contacts Table

Learn how statistics on orders, sales, and bookings are generated and where to find this data in Orderry system

How to review client statistics and engagement

Learn more about possible group actions in the contacts table

Bulk actions with contacts

Find out how to delete and restore a contact profile in Orderry

How to remove and restore a contact profile

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In this section, you will learn about Orderry’s contact base capabilities

Contacts

All the details of setting up access to the contact base for employees

How Do I Limit My Employees' Access to The Contact Base?

Transfer and update your contact base quickly and easily

How To Import Contacts to Orderry?

Tips for setting up a notification system for contacts

Why contacts don't receive notifications

Look for answers to the most common questions in the Contacts section

Q&A (Contacts)

Public API

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Video Tutorial

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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