Frequently Asked Questions

The information below provides answers to commonly asked questions. Send us an email if you have a question we have not listed.

• What is the external customer order form?

  Now that you have your company setup, wouldn't it be easy if customers could fill out a form and automatically have their information entered into CustomerTrackr? Funny you ask, because we did just that. We stripped down the "Add Order" form page and gave you the ability to use it outside of CustomerTrackr

  All you need to do is link to this address, , from your companies website. When a customer fills out the form, their information will automatically be placed in CustomerTrackr for you to review.

  We know that the lovely color scheme of this website may not fit your companies brand, so we allow you to customize the look and feel of the form to match your websites' color scheme. Use the "Style" tab in the Settings page to modify the page style.

• How do I download order files?

  Different browsers handle downloading files differently. But for most browser, you can right click and choose "Save Target As" (Internet Explorer) or "Save Link As" (Firefox). There are options in each browser that let you know change how the browser handles opening / saving of different file types.

  • For Internet Explorer: Go to Tools -> Internet Options -> Security (tab) -> Click "Custom Level" button. Scroll down to "Downloads" section and choose enable for "File Download" if you want to automatically download any file you click on. Otherwise, choose disable, this will show a dialog prompt asking for your choice. You can also choose to enable "Automatic prompting for file downloads," which will automatically display a dialog confirming your choice when clicking on downloadable file links.
  • For Firefox: Go to Tools -> Options -> Applications (tab). Find the file type you want to change the behavior for. Then say whether Firefox should automatically download the file or try to open it with an application you choose.

• How do I edit data?

  There are two ways to edit data that you have added to CustomerTrackr.

  • Edit Form - The 'edit' link next to the data will display a form that allows you to edit data for the item.
  • Inline Edit - Inline editing lets you edit the text directly in place on the page. When you hover over the data, a yellow background will display. Clicking on the item displays an edit box thats lets you directly manage the data.

• How do I manage order payments?

  If you have access to modify payments, you should see a link called add a payment. Clicking this link will display a form fields to add the payment amount and date paid. You add as many payments as needed to fulfill the order sale.

  To remove a payment, just click the delete icon next to the payment fields. Note, you cannot undo a deletion.

• What are user order associations?

  User associations allow you to connect sales people, installers and other users to orders. A simple usecase can be when you want to determine the sales commission for an employee. Connecting the user to an order makes it easier to determine sales commissions when generating reports.

• What is the order status sold ratio?

  Decide whether an order status will be used in the sales statistics report. We use the status to determine which orders should be included in the order sold ratio. The order sold ratio helps salespeople determine which percentage of their orders are sold.

• How do order reminders work?

  Order reminders allow you to set a future date that reminds you to follow up with a customer or order.

  To set a reminder, go to an order and choose a date in the order reminder field. On the day selected, you will get a message at the control panel page to notify you of your reminder.

  Please note that you will need to be associated with the order for a reminder to appear in the control panel.