Returning customers and their history

Customers who moved with you before often come back. MoveBoard recognises them, sends their new lead to the salesperson they had, and keeps every move they've had in one place.

Spot a returning customer

At the top of the order window, beside the lead score, a counter shows how many orders the customer has with you. Hover it: "3 orders with us — press for the customer's history".

When you make a new lead by hand, MoveBoard also looks for matching customers as you type and offers Use this customer or Clone selected order (which asks Also copy the inventory? first). See Create a new lead.

See their history

1. Open any of the customer's orders.
2. Press the orders counter at the top of the window.
3. The Totals pop-up shows Total orders, Booked jobs and Total paid.
4. Press History Overview to see every move they have had.

History Overview lists their Current Moves, Past Moves and, if they have any, Storage Moves. Press a move to open it. Press Order ID at the top (or Back to Order in the window's menu) to go back.

Add a new move for them

In History Overview, press ADD NEW ORDER. The new order is made on the same account, so it stays in their history.

Turn them into a company account

A customer who moves staff or clients for their company can become a business account.

1. In History Overview, press CONVERT (shown for a customer's own personal account).
2. Fill in Account Name, Account First Name, Account Last Name, Account Contact Email Address, Account Contact Phone and Account Type.
3. Press Create.

Their orders stay on the account. You need Can edit accounts, or to be the account's manager.

Change the account's login details

ACCOUNT LOGIN in History Overview changes the Account Contact Name and Account Email. It needs Can update login password (and Can edit accounts, unless you manage the account). It doesn't set a password: customers sign in to their portal with a code texted to their mobile number.

Who gets their new lead

A returning customer's new lead goes to the salesperson on their latest assigned order — whether it came from your website, the portal or the office. MoveBoard matches them by email, or by the same phone number and last name. If that salesperson is no longer active, your assignment rules pick someone, and the Order Log says why.

If something goes wrong

• "You do not have permission to edit this account." — converting needs Can edit accounts, or to manage the account.
• "Account Name is a required field" / "Please enter the correct Email Address" — fix the field the pop-up points to.
• ACCOUNT LOGIN greyed out: "You need permission to edit the account login".