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Customer Feedback

We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

For technical issues or bugs please head to Support or our Developer Community. You can assign up to 20 votes in total. Thank you for your feedback.

Status explanation: 'Future Consideration' = Continuing to collect further feedback, not planned at this time. 'Investigating' = Prioritized for deeper customer and feasibility investigations ahead of planning development.

Status Investigating
Categories CMS, Spire & Mobius
Created by Guest
Created on Mar 24, 2022

Sales Represtative not able to set default customer and is required to select bill to and ship to address on every log in.

When using the sales representative functionality they are no longer able to attach their user record to customers nor are they able to utilize the default customer functionality on the user record.

Since our sales reps have hundreds of customers and are required to select the Bill to and ship to on every log in - it makes for a frustrating experience (especially while on the road) and all they need to look up is a list price or inventory.

we would like opti to add a default customer field to the sales rep record so that employees could have the same great experience delivered to customers.

  • Optimizely
    Sara Winter
    Jan 11, 2023

    Currently we have a configuration which when set would provide this experience. If I am missing context can you provide more information, otherwise please disable the "Require Customer Selection on Sign In"

    Steps to provide this user experience - Require Customer Selection on Sign In needs to be 'Off' and Sales Rep user should be assigned the default customer