Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
Hidden Contacts is a feature designed to protect the privacy of your VIP customers by hiding their contact methods throughout The Edge.
WHAT IT DOES
Hides customers contact methods––including phone number, email, and home address––from reports, receipts, lists, and more. Customers set up as “Hidden” will be unable to receive ANY notifications from The Edge, as marking them this way automatically disables notifications. This includes Repair notifications, Podium reviews, and Occasions texting.
HOW IT WORKS
Before you can set customers as hidden, you will need to set the Associate Permissions for any associates in store that should have the authority to make such decisions as to which customers should be hidden from contact.
To set up the Associate Permissions:
Go to Admin → Associates → Associate List.
Highlight desired associate & click Edit.
Navigate to Security & search “Hidden” to find the 2 available permissions.To configure Job Workload Management settings:
Once Associate Permissions have been set, you can mark customers as hidden. To do so, you will need to pull up the customer record.
Go to Customer → Find – then use the Customer Filter to find your customer.
Visit the Options tab.
Check the box for “Hide Contact Information.”
EXPAND YOUR EDGE EDUCATION
Want to see what it looks like when a customer is set to “Hidden”? Click the button below or visit EdgerUser.com and search Hidden Contacts to see how your hidden customers will look on receipts. Plus, download a handy tip sheet. Ready to learn more? Take a look around the rest of the site for additional features and tools that can help you empower your business.