Sorting of customer by employee

[Dandiesbarbers1]

edited:

At times, we experience employee terminations, while in other instances, employees choose to leave voluntarily. Our primary goal is to enable the assignment of customer information to specific employees effectively.

1. Capture customer names and their associated data (sorted by employee)

2. Implement a feature for creating and using group text messages, sorted by specific employees. For example, create a group for Employee A, encompassing 600 customers served by EMP A. We should have the capability to send group texts, emails, both manually and through automation.

3. Track revenue on both an employee and customer basis.

4. Simplify the process of sending personalized text messages to individual customers. ( this helps a business to create a custom advertisement) 

5. Allow for customer sorting: Eg 😆  Employee A, categorizing them as new customers, returning customers, high spenders, low spenders, even sort by tips, discounts availed and more. This functionality will aid us in making informed business decisions.

Key functions:

Allow sorting of customers by specific employee

within specific employee add another filter of sorting by 

highest spender, lower spender, even by tips ( high - low), number of visits etc, new customers, old customers. 

[Ria]

Hey there, @Dandiesbarbers1 . I’ve gone ahead and changed the status of this feature request to “Open”. You provided a great assessment on the potential business use/need for something like this on our platform from a seller’s perspective. This is a useful tool for our Product Team to use as they build the future of our products. As more information becomes available, a Community moderator will come in and change the status letting all of the subscribed sellers know. 

[Dandiesbarbers1]

Thank you, having that feature will help us make better business decisions,

Sorting by employee, filtering even furthur would help us in targeting the right audience.