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Form Management

1. Introduction

Streamline order tracking and processing by managing transaction details directly within live chat sessions. Quickly locate, edit, or export orders to boost operational efficiency.

 

2. Key Features

2.1. View orders

When new order information is created in the order information column next to the conversation box, [Order Management] will generate records. 

View orders

 

You can view each created order information, including its Number, Client (Account Name), Session ID, Name, Status, Platform, Remarks, Order Amount, Creator, Creation Time, Updater, and Update Time.

Form management

 

2.2. Filter orders

Use the search bar to filter orders at the top of the page. Currently, it supports filtering by creation time, number, customer, session ID, name, status, platform, notes, creator, and updater.
Filter orders
 

2.3. Export order information

2.3.1 Export the latest 2000 order records

Download the latest 2,000 records by clicking [ Export ].

Export the latest 2000 order records
 

2.3.2 Export specific order records

Select the order information you want to export, click [ Export ], and select [ Selected Records ].

Note: A maximum of 2,000 records can be exported at one time.

Export specific order records

 

2.3. Edit orders

If you want to edit/modify orders, you can click [ Edit ], and the system will automatically pop up the page for editing the order, and you can modify the content directly on it. After the modification, the system will automatically update the operator and time details.

Edit orders

 

2.4. Delete order information

If you want to delete, you can click [ Delete ] in the operation, and the system will pop up the [ Confirm Delete ] confirmation page. Click [ Confirm Deletion ] to delete successfully. After deletion, the order will not be displayed in the list.

Delete order information

 

2.5. Order setting

If you want to hide certain fields/change the position of fields, you can do so in [Order Settings].

Click [ Order Setup ], and a specific order settings list will appear. You can set whether each part is required and whether to use it. If you want to change the position of each part, just drag it to change the position. After the change, click [ Save ] in the upper right corner.

Order setting

 

Once you have changed your settings, the order information column in the live chat will show the latest configuration.

(The example image hides the session ID, status, platform, and notes)

Order management

Last modified: 2025-05-20Powered by