Skip to main content

Customer Contacts: how this screen works

H
Written by Hayko

Customer Contacts: how this screen works

Customer Contacts is your address book of shoppers: the people you send orders to. For each contact you see the shipping and billing details, whether their email and phone are verified, whether they use the QrX app and their orders. Verified contact details matter because QrX sends the delivery PIN for payment at the door by WhatsApp or SMS.

What you see on this screen

  • Summary cards: All contacts, Email verified, Email unverified, Phone verified and App installed. Click a card to filter the list on it; click it again (or All contacts) to clear that filter.

  • Search by name, email, phone, city...: type and the list updates. Use the X to clear the search.

  • Refresh (the round arrows): load the list again. The list also updates by itself when a contact changes.

  • Filters: Country, Email status, Phone status, App Install, Orders (has orders or not) and SMS delivery (SMS blocked or not). Each active filter shows as a chip; click a chip to remove it, or click Clear filters.

  • The contact list: Contact (name and company), Email, Phone, Location, Email status, Phone status, App Install, Orders and Last Used. Click a name or the pencil to open the contact; the bin deletes it after you confirm. More contacts load as you scroll, and the bottom line shows how many are loaded. The status pills show Verified or Unverified, and the Email status and Phone status filters use the same words.

This screen is only shown when your role allows you to manage users.

Open a contact

At the top you see the name and email, the contact number, city and when the contact was last used. Unsaved changes appears as soon as you edit something.

  • Save: store your changes. Cancel: throw away your changes and reload the contact. The red bin deletes the contact.

  • Shipping Information: first and last name, phone, Birthdate (optional), company, VAT number, address, house number, zip code, city, country, state and Locale (the language used for messages to this customer). The email address cannot be changed here.

  • Billing Information: click the bar to open the billing name, phone, company, VAT number and address.

  • Recent Orders: the latest orders of this contact with the total amount. Click an order to open it in Transactions.

  • App Install and Order History: whether the customer uses the QrX app (platform, version, first and last seen) and the total number of orders.

  • Details: when the contact was created, last changed and last used.

PIN delivery readiness

This card shows how well QrX can reach the customer with the delivery PIN. Each channel shows Verified, Pending, Inherited or Unavailable. At least one verified channel is needed.

  • Email: Send Verification Email sends the customer a link to confirm the address. Verify Manually marks it verified yourself, for example after you checked it by phone. Revoke removes the verification.

  • WhatsApp: Send WhatsApp verification asks the customer to confirm their number with one tap. Revoke removes the phone verification. When it is sent you see WhatsApp verification sent.

  • SMS fallback: Send SMS verification sends a verification text. A number verified through WhatsApp also counts for SMS (shown as Inherited). If SMS is off for your shops, a link takes you to the channel settings to switch it on (a paid extra). When it is sent you see SMS verification sent.

SMS delivery protection

When two text messages to the same number fail, QrX blocks SMS to that number so no more messages are wasted. The card shows the number, the failed deliveries (for example 1 / 2) and the Delivery history.

If the number is blocked and you know it is correct now, click Reset SMS block, enter a Reason for reset and confirm. The counter goes back to zero and the history is kept. Resetting does not send a message, does not verify the phone and does not override a customer's opt-out.

Tips and common questions

  • "Record Changed" on a contact: someone else changed this contact. Your edits are kept on screen; click Reload to load the latest version before you save.

  • "Choose a valid birthdate that is not in the future.": correct the birthdate or clear it with the X.

  • "Enter a reason for resetting the SMS block.": a reason is required to reset.

  • "The delivery state changed." while resetting: close the dialog, check the latest state and try again.

  • "No contacts match your filters.": clear the search or filters.

  • Deleting a contact cannot be undone.

  • Need help? Click Chat at the bottom of the Help Center.

Related Articles
Did this answer your question?