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serCRM

Some customers may not log into the system for a long time after placing their first order. With this feature, you can easily identify such customers, take notes about them, and plan necessary actions.

1. What Is This Screen For?​

The Inactive Customer List screen displays customers who have previously placed an order but have not logged into the system after a specific date. This ensures you don't miss customers who may need attention.

2. How to Use?​

  1. Go to Customers > serCRM page.
  2. The system automatically lists customers who haven’t logged in since the selected date.
  3. Next to each customer, there is a Add/View Note button.
  4. You can click this button to save notes related to that customer.

Extra Feature: Admin Notes​

If the Admin Notes Module is enabled, a special section appears on the customer detail page.

  • You can record different notes specific to the customer in this section.
  • Clicking the button opens a modal window for note entry. (A modal is a popup window that appears over the current screen.)
  • This modal allows for more detailed and organized note-taking.

3. What Are the Benefits?​

  • You can send special campaigns or reminders to customers who haven’t logged in for a while.
  • You can note down why a customer may have become inactive and refine your sales strategy accordingly.
  • Managing all notes from one screen helps your team stay more organized.
tip

Regularly checking this list is a great way to improve customer retention.