Client Settings

To edit client settings you'll click on Settings in your main navigation then click on the Clients cell.

From the General tab in the client settings, you'll be able to mark whether email is required for clients and whether they'll need to have unique phone numbers (meaning they cannot have a phone number that is the same as another client). Finally, you'll also have the ability to customize the message a customer will receive if they have been blacklisted (meaning you have marked them as a customer you will not accept orders from).

In addition to the General tab, you also have the Address Titles tab. Address titles are used to name addresses associated with clients to help keep things organized. You can use the same titles for all clients to help with consistency, but you can also have unique ones. From the Address Titles tab you will be able to create new address titles or edit and delete existing address titles.

To add a new address title, you'll click the green Add an Address Title button in the upper left.

Note: You can also create address titles at the same time you add the address to the client. All the titles you create either directly here or through creating an address will be listed here.

Once you click the button, a window will pop up where you can create the new address title. Once you have entered the title, you'll click the green Confirm button to save and create the new address title.

After you have created the new address title, you'll now find it in your Address Titles list where you can edit the title by clicking the pencil icon or delete by clicking the trash can icon at the end of the row.

If you have any questions about client settings, please reach out to our team.