Client List

Client List

Module: Company Data
Path: Company Data > Company > Client List
Topic
: Client List
Version(s): Version 5.1 and up 
Editions: All Editions



What Are Client List

Client List is where you keep your client information stored in Orderlogix. You can add, edit, and de-activate clients in this module.


Making The Connection

Where Will I See This Within OLX?

Everything in Orderlogix is attached to a client if not set as global.
  1. Campaign
  2. Coupons
  3. Script Rules
  4. Promos
  5. Script
  6. Source
  7. Toll Free Numbers
  8. Media
  9. Locations
  10. Product
  11. Inventory
  12. Suppliers
  13. Shipping
  14. Payment Accounts
  15. Payment Gateways
  16. Imports
  17. Exports
  18. Notifications

What Reports Can Be Pulled?

  1. Agent Call Disposition
  2. Call Type Disposition
  3. Master Toll Free Number
  4. PBX Daily Calls 
  5. Calls By DNIS
  6. Customer Service Activity
  7. Item Status
  8. Order Summaries Viewer
  9. Order Summaries Batch Viewer
  10. Client List
  11. Item List
  12. Media Source 
  13. Product Offer List 
  14. Manager Override
  15. Demographics Report
  16. Lead List
  17. Ad Copy List 
  18. Run Schedule 
  19. Call Projections
  20. Return On Investment
  21. Performance Report
  22. Client Performance
  23. Gross Sales Summary
  24. Campaign Statistics By Hour
  25. Agent Ratio
  26. Adjusted Performance
  27. Agent Ratio Details 
  28. CS Performance
  29. Adjusted Client Performance
  30. Agent Revenue
  31. Payment Batch
  32. Shipment Batch
  33. Data Warehouse Export
  34. Flattened Data Warehouse Export
  35. Returns Report
  36. Autoship/Continuity Batch
  37. Data Entry Batch Detail 
  38. Cash Flow 
  39. Return Analysis
  40. Transaction Billing
  41. Real Time Auth
  42. Void Report
  43. Accounting Return Analysis 
  44. Deferred Revenue
  45. Order Submission Status Report
  46. Sales by Postal Code 
  47. Sales by Origin 
  48. Gross Sales 
  49. Gross Margin 
  50. Addons By Promotion
  51. Net Sales
  52. Gross Royalty 
  53. Coupon Summary 
  54. Gross Margin Item 
  55. Sales Tax 
  56. Sales Tax By State/Order 
  57. Continuity Projection
  58. Continuity Configuration 
  59. Continuity Retention
  60. Continuity Status
  61. Continuity Mailing List 
  62. Installment Configuration
  63. Installments Receivable
  64. Pending Continuity
  65. Continuity Retention Analysis
  66. Quality Assurance Campaign
  67. Quality Assurance Agent
  68. Survey Report

What Imports/Exports Relate to Client List

  1. OLX Campaign Setup Import 
    1. OLX Campaign Import
  2. OLX Item Offer Import 
  3. OLX Promo Code Import
  4. OLX Toll Free Number Import




Setup

Navigate to the Company Data > Company > Client List


Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Add new
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.

  1. Active?
  2. Address
  3. Address 1
  4. Address 2
  5. City
  6. Client Name
  7. Client/Contact Name
  8. Contact Method
  9. Contact Name
  10. Country
  11. Email Address
  12. Fax Number
  13. Phone Number
  14. State
  15. Website
  16. Zip Code
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
You can set the number of records to be displayed 


Add New Client

  1. To add a new client, click on the  Add New Client button in the blue module bar.
  2. To edit an existing client, click on the  edit pencil next to the client you wish to edit.
  3. A new Client Data window will pop up, defaulted to the "Client Information" tab. 


  1. Enter a client and contact name. 
  2. "Client Code" field is commonly used if custom export programming needs arise.
  3. Enter the address, city, state, zip code and country.
  4. Enter the phone and fax number of the client.
  5. Enter the website and email of the client.
  6. If the client is active, check the box next to Is Active.
  7. Determine the values you want in the data retention tab.
    1. Enter the value of the number of days you wish to keep sensitive customer data on file for item that has reached a final status. 
Client must be checked as Active in order to save values for data retention

Please indicate the Number of Days to keep Sensitive customer data on file. Please specify a Retention Period for each Final Item Status category. Enter "-1" to Enable Retention for that Status.
Note: This does not effect your ability to re-use a customer's CC that you have stored on file for future orders via Customer Service capabilities.


* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To apply the current changes you have made click the Apply button .
* To print the current window click the Print button .
* To delete the selection click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.



Clients
Copyright 2019
Revised 5.7.2019


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