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

Learn how to navigate the customer page and easily access all their information

Customer Screen

Murilo Silva

Ítalo

João Pedro Ledo

Customers

Universidade Ploomes

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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