How Do I Add or Remove A Customer From A Watchlist ?

Defining Watchlist Reasons

  • From the Menu, Go to Customers –> Watchlist Reasons
  • This will take you to the Watchlist Reasons Screen
  • Click on the + New button on the top right of the screen. A popup will appear.
  • In the Title field, enter a watchlist reason (free format, arbitrary character value)
  • In the Description field, you can write the details of the watchlist reason.
  • Click on the Save button
  • The newly created watchlist reasons are now available for selection when adding a customer to a watchlist (see below)

Adding a Customer To A Watchlist 

  • As you are watchlisting a customer, you need to first locate the customer you want to watchlist
  • You can locate a customer by two distinct methods :
  • From the Customers List
    • Through the menu : Customers –> Customers List
    • Select the customer you want to watchlist
    • On the selected Customer row, click on the eye icon in the column Watchlisted
    • A pop-up appears, with a list of Watchlist Reasons
      • Either select and tick the box next to one or more of the existing reasons in the dropdown box, or
      • Create a watchlist reason on-the-fly and assign the customer to the watchlist by entering the watchlist name In the bottom text box of the list
      • Click on the Save button
      • The Selected customer will be watchlisted and the reason chosen or entered will be assigned to the watchlist
      • The icon in the column Watchlisted for the customer you selected will turn from a blue ‘cross-eyed’ icon to a red eye icon, indicating the customer for the order has been watchlisted
      • The reasons for watchlisting will appear in the column Watchlist Reasons
  • From the Orders List
    • Through the menu : Sales — Orders
    • Select an order belonging to the customer you want to watchlist
    • Note : the order you select must not be in the Pending Order Status, as pending orders don’t yet have customers assigned
    • On the selected Order row, click on the icon in the column Watchlisted
    • A pop-up appears, with a list of Watchlist Reasons
      • Either select and tick the box next to one or more of the existing reasons in the dropdown box, or
      • Create a watchlist reason on-the-fly and assign the customer to the watchlist by entereing the watchlist name In the bottom text box of the list
      • Click on the Save button
      • The Customer for the selected order will be watchlisted and the reason chosen or entered will be assigned to the watchlist
      • The icon in the column Watchlisted for the order you selected will turn from a blue ‘cross eyed’ icon to a red eye icon, indicating the customer for the order has been watchlisted

Removing A Customer From A Watchlist

  • Locate the customer by either the Customers List or the Orders List as described above
  • Click on the corresponding icon in the Watchlisted column
  •  A pop-up appears, with the list of all reasons the customer has been watchlisted for
  • To remove the customer from all the watchlisted reasons, click on the Remove All button
  • To remove the customer from only one or a few of the watchlisted reasons, un-tick the box next to the desired reason(s)
  •  Click on Save
  • If the customer is still assigned a watchlisted reason, the watchlisted icon will remain red
  • If the customer is no longer assigned to any watchlisted reasons, the icon will  turn blue
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