Last updated 23/07/2019
If you choose to use the B2B you will need to add a few special fields to the CRM which are not switched on by default. To add them is a simple task:
If you edit a contact in the CRM you will now be able to see three additional fields; Password, Assigned Product Codes and Login as Customer.
To be able to log into the B2B site, a customer will need two things: the email address associated with their contact in the CRM, and a password - maintained by the Password field.
To give a customer access:
Remember that your customers do not necessarily need passwords however - this is all dependent on the security settings in your account.
You might want to double check how your customer will see the B2B site - to do this you can quickly log in as the customer by clicking the Auto Customer Login button in their contact details.
Clicking this button will log you into the site as the customer - where you can check pricing and products etc.
You can assign special products to particular customers, which will the appear in the 'my account' page when the customer logs in.
Note that this does not mean that only this customer will see the product, rather it 'favourites' a product for the customer so they can quickly find it.
To assign a product to a customer, add the product code into the Assigned Products box separated by commas.
Unfortunately it is not possible to have more than one contact per B2B account.
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