Add Order Information

Introduction

Adding notes about customer order information next to the conversation window allows customer service to quickly obtain customer order information, which helps reduce the error rate during the service process.

This section will introduce in detail how to create and set order information notes. For a more in-depth understanding of order information management, please refer to the relevant documents on form management.

Description

1. Order management panel

Click Order Management on the right side of the conversation to view detailed order information of the customers in that conversation.

You can note these eight pieces of information: order number,order name,platform, remarks, order amount, payment amount, creation time, and creator.

2. Set order information

2.1 New order information

Click New Order in Order Management > Select associated users,Fill in the order number, name, status, platform, remarks, and amount > click OK to successfully create the new order.

2.2 Edit order information

Click on the order information  > directly edit the information that needs to be modified > click OK to successfully edit.

2.3 Deleting order information

To delete order information, you need to go to [Client] - [Form Management-Order list].