Ploomes

In this article, we’ll learn how to use the user profile permission hierarchy in the Clients module.

User Permissions in the Clients Module

Customer link with Documents/Quotes/Orders

Customer forms

How to create a text field in the Customer form?

Learn how to organize customers by ID using custom tabs.

How to segment customers by ID?

Learn how to filter customers based on their most recent recorded activity.

How to filter customers by their last activity?

Learn how to use the ZIP code to filter customers by area.

How to filter customers by ZIP code?

Learn how to filter customers using data from inactive users, without needing to reactivate them.

How to filter data from inactive users?

Learn how to create a list of customers who made a purchase this year using a relative date filter.

How to generate a list of customers who purchased this year?

Learn how to use the Ploomes shortcut to quickly start a conversation with your customers via WhatsApp.

How to start a WhatsApp conversation from a customer record?

Learn how to send the message from an interaction record to your customer’s WhatsApp.

How to send an interaction record via WhatsApp directly from the customer page?

Learn about some of the reasons that may cause an error when trying to create a customer.

Why can’t I create a customer?

Learn how to automatically fill in a customer’s address using only the ZIP code.

How to fill in a customer’s address using the ZIP code?

Learn how to create a field that automatically stores only the customer’s first name.

How to automatically fill in the customer’s first name?

Learn how to use customer birthday fields to strategically create filters and automations.

How to use customer birthday fields?

Learn how to change the owner of multiple records at the same time.

Use case: Mass reassignment of owner

Gabriela Santos

Ítalo

João Pedro Ledo

Customers

Universidade Ploomes

Quem somos

Módulos

Documentação da API

Termos de uso

Integrações

Política de privacidade

Preços

Contato

API documentation

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Português do Brasil

English

Español

url(https://downloads.intercomcdn.com/i/o/kg4ewnrl/811278/e00d6bb77a1e47cf4edfa97953ea/8f6bbea70e7fed0914662f8e63127974.png)