Edit caseworkers (responsible staff)
Questions:
- How can I select a caseworker?
- How can I add a user to the caseworker selection?
- How do I personalize orders?
Description:
You can significantly increase customer loyalty by personalising orders - in other words, by assigning a specific person to the customer and then naming this person as the sender in all email communication, from incoming orders to invoices.
- Administrators are automatically stored as the sender for all outgoing emails. If the customer replies to the e-mail, the e-mail is automatically sent to the person responsible.
- Outgoing emails can be automatically provided with personalised signatures - including contact telephone or email.
- Clerks are automatically informed of all order comments.
- When using TYRIOS supplier, clerks are automatically informed if necessary supplier orders do not arrive on time
Solution:
Manage clerks
In order to add employees as administrators, they must first be created as users in TYRIOS. If this is the case, they must be labelled accordingly:
- Go to "User administration" > "Manage users" in the customer area
- Search for the relevant user and select "Edit user" in the line menu.
- Click on the "Notes" tab in the user editor
- Add the tag "OrderAssistant" under Tags. Pay attention to the exact spelling.
The clerk is now available for orders.
Add the clerk to the order
- In the customer area, go to "Order management" > "Manage orders"
- Search for the relevant order and click on the order details
- Select the clerk in the order details. All stored clerks are available. Click on "Set" to save the selection.
For online orders, the administrator is automatically stored as the person responsible. This can be changed at any time.
Store clerk in the document
The clerk from the order is stored by default. If there is no order or you want to change the administrator, you must proceed as follows.
- Go to "Order management" > "Manage receipts" in the customer area
- Search for the relevant receipt and edit the receipt via the line menu
- In the editor, you will now be offered the selection for the clerk in the document settings.
- When you save the document, the clerk is adopted.
Personalise status mails
- In the customer area, go to "System" > "Manage mail templates"
- Search for the desired status mail and click on "Edit template"
- Edit the mail template. The following templates are available for personalising the clerk
- orderAssistantName: Name of the clerk
- orderAssistantPreName: First name of the clerk
- orderAssistantContactPhone: Contact telephone of the clerk
- orderAssistantContactFax: Contact fax of the clerk
- orderAssistantEmail: Email address of the clerk.
Output clerk in the document
If you want the clerk to be named on the document, you must set the document type accordingly:
- As an administrator or user with extended rights, go to the customer area > Order management
- Click on "Manage document types" in the Settings area
- Search for the desired receipt and select "Edit receipt type" in the line menu
- Tick the box next to "Show clerk"
- Save the document type. The clerk is now also displayed.