Account Settings
There are three fields that must be checked on the Account:
Under Account Information
1. The "Parts Account" Checkbox must be checked.
2. The eCommerce Type must say eCommerce vs. None or Temporary.
Under Account Status
3. The Account Status must be set to Active under Repair Account.
An eCommerce Customer group will be listed in the Quoting Information. This shows that they have been assigned a price list.
Under Contact
If the Account was entered first, most of these will default in. Check to confirm that they are all there.
4. Contact Status = Active
5. eCommerce Customer ID (4-digit number)
6. eCommerce User ID: This is the email address that they will use to access the site.
You will be able to tell if the Contact was created via eCommerce by looking at the System Information (the bottom panel on the details.) If it shows "eCommerce Integration" in the Created by field, the Contact originated in eCommerce vs. Salesforce.
0 Comments
Add your comment