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Select specific customer to apply option sets

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By default, the app’s option set will be applied to all customers.

You can manually select specific customers (or a group of customers) to be able to see the option sets by following the step-by-step guidelines below.

Pick customers by hand

Steps to manage

  1. From the app top’s navigation, click Option Sets.
  2. Choose an option set that you want to show up for specific customers.
  3. Choose the Customers tab.
  4. Select the Manual switch box.
  5. Click on the Select Customers button.
  6. The Select Customers popup window will appear.
  7. Pick any customers by ticking the checkboxes.
  8. Click Add to select them.
  9. Disable any customers by un-tick the checkboxes next to them.
  10. Click Save to finish.

Pick customers by using conditions

Steps to manage

  1. From the app’s top navigation, click Option Sets.
  2. Choose an option set that you want to show up for a set of customers.
  3. Choose the Customers tab.
  4. Select the Automate switch box.
  5. Define a set of conditions to select customers.
  6. Click Save to finish.

 

If you do encounter any difficulty while proceeding with these steps, don’t show any hesitation to contact us promptly via the email address [email protected]

We are always willing to help with all sincerity!

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