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Introduction
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Formerly, “Email Only Account”
Introduction
Partial customer records are numbered accounts developed to store customer information when the system cannot fulfill a full account’s minimum requirements
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.
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Its original
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purpose was to store a customer’s email address for newsletter signups via
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the shopping cart.
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The feature has since been expanded
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to include other data fields
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Table of Contents
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Where To Find Them
Email Only accounts . Partial customer records also support a winery’s data collection activities when the consumer provides only an email address. Transactions that identify with an email address are automatically linked to partial accounts. For example, if a POS receipt is emailed to an email address that already exists in the database, the system automatically links that transaction to the account. If the email address does not already exist, the system creates a partial account and associates the transaction to that account. This process allows for maintaining a complete history of the consumer’s transactions.
The most significant aspect of partial accounts is that the system converts them to full accounts when consumers visit your website and place an order. The new and any prior orders become a permanent part of the customer’s order history.
Where To Find Them
Partial customer records can be found using CRM by checking the “Email Only” “Active Partial” search criteria.
