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> Determine favorite agents for customers

24 March 2021
Categories
Customers, Resources
Tags

Support > Resources > Determine favorite agents for customers

 Determine favorite agents for customers

You have the possibility to determine favorite agents for each of your customers, i.e. agents who are allowed to complete orders. Thus, orders can be assigned only to this (or these) favorite agent(s) when optimizing routes. To determine favorite agents, you just have to follow these few steps:

  1. Go to the ‘Resources’ module.
  2. Click on the ‘Customers’ tab.
  3. Click on the blue ‘Add’ button.
  4. Search and select agent(s) via ‘Favorite agents’.
  5. Continue to fill in the information and save.

Note: It is also possible to fill in the favorite agents for each of your customers directly in an import file via a ‘favorite agents’ column. You just have to indicate in each cell the email address(es) of the favorite agent(s) separated by commas. For example agent1@antsroute.com,agent2@antsroute.com

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> Add and edit customers
> Delete several customers
> Define customer opening hours
> Import a list of customers
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    •       

    • Enterprise

      • Privacy Policy
      • Terms of service
    • Product

      • Appointment scheduling
      • Route optimization
      • Field workers tracking
      • Push notifications
      • Service reports
      • Route reporting
      • Online booking site New

      • Pricing
    • Integrations
      • WooCommerce

      • Prestashop

      • Zapier New

      • Google Calendar

    • Solutions

      • Parcel delivery
      • Fresh produce delivery
      • Merchandise delivery
      • Fuel and gas delivery
      • Equipment installation
      • Repair and maintenance
      • Cleaning service
      • Home healthcare
    • Definitions

      • Route optimisation
      • Route optimisation software
      • Route optimization benefits
      • Route planner
      • Transport software
      • Field service management
    • Resources

      • Blog
      • Testimonials
      • Help center
      • API Rest
      • Contact us