How to update your customers contact details
Please note that a buyer's user name and password can only be changed by our support team at this time. For security purposes all customer login edit requests need to be sent to: team@candidwholesale.com
Navigating your Candid CRM
By default contact and order information about all of your customers is stored under what's called the Customer Relationships page.
Clicking on a buyer name will open up a Customer Details page for that buyer:
Under the Customer Details page you will see some the following info stored:
- Customer company name and website
- Which catalog they can order from
- Onboarding link status (determines if the buyer has set up their login)
- Territories and taxes (if applicable)
- Order history
- Order defaults
- Notes and tags
- Their retailer application (if applicable)
- Saved addresses used for orders and invoices
- Contact names and phone numbers used for orders and invoices
- Payment Credits history
Activated users (the names & emails used by the customer to login to their account)
Please note that the buyer can't see any of the information that you have stored on the Customer Details page. This area of your account is strictly for your own record keeping and to help manage specific order settings with that customer.
How to add or edit a customers address and contact info
Under the Customer Details page you have the ability to store your customers addresses and contact info. This information can then be used to autofill fields on orders and invoices.
You can add or edit addresses and contacts in the area seen in the example below:
Under their Contacts info you can store their name, email, job title, and phone number:
Note that under Addresses you can also store a contact name and email:
This saved contact information can then be used to autofill the shipping and invoicing fields on orders with that customer. The buyer also has the ability to save similar contact information to their own account, which can also be used when they place an order.
Important: Please note that adding a customer's contact info to your Candid CRM does not automatically create an account login for that buyer.
If you need to send an account invite to your buyer you can do so by sending them the onboarding link found at the top of their Customer Details page, or contact our support team and we can help them get access to their account.
More info about creating accounts and giving login access to buyers can be found here: How to create an account for a buyer and send them a login link
How can I add buyers to my customers page?
There are a couple different ways a buyer can be added to your Customer Relationships page:
- A buyer is automatically added to your CRM the first time an order is created with that buyer.
- A buyer is manually added on the Customer Relationships page by you.
- You give our support team a CSV list of your buyers and we upload that list to your account.
- You share your catalog or storefront link with a customer and they use that link to create an account.
You can learn more about how to add customers to your account here: How to add or invite your customers to Candid