Foundry (TC.NET)

Nexternal: Learn about Customer Types and Customer Type History Tracking

Essential for merchants who run clubs or otherwise use customer types to distinguish the shopping experience for each type.

Nexternal: Customer Type History Tracking

Nexternal: What is the Address Label field in a customer record?

Purchase minimums can be set storewide or by customer type for a more customized experience.

Nexternal: Set Purchase Minimums in Your Online Store

Clean up duplicate customer records in your Nexternal OMS with the customer cleanup function, and prevent duplicates going forward.

Nexternal: Consolidate and Eliminate Duplicate Customer Records in your OMS

See all the orders your customer has made over the life of their account.

Nexternal: View A Customer's Order History

The TrueCommerce/Nexternal platform offers a built-in CRM system and also integrates with Salesforce.

Nexternal: Customer Relationship Management (CRM)

Track your customer referral points to determine where they are coming from.

Nexternal: Set up "How Did You Hear About Us"

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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