Create Task1—Profile
a. Task-Task List, click Add button.
b. for customer interface, go to Orders, click Add button. Yes, the customers can create the order like shopping.However, the order created by customer needs sales to complete the rest jobs. The order once created by customer, the email reminder will be sent to sales team.
The order number is generated automatically and at random, but you still may change the number. In regarding to the presetting of oder number, please click here
Sales, this field is not open to customer, as this is bound to sales commission.
Package:drop-down menu is listed by popularity order.
Breif: the reminder for assigned staff, customers cannot see it, you may change the highlight colour. eg. please bring the drone.
Original price and sale price: the original price is shown once the package is chosen, however maybe the final price is not same as the original price because of some reason: discount, extra service, extended hour.
Email reminder, once the status is changed, you may send customer email reminder
Attention: some email templates are bound with the documents, like contract, invoice, you must create the document first then do so.