Project context customers

Coming soon. This isn't available to customers yet.

A project page for each customer: contact details, addresses and orders beside a Brief and notes area, with a Request artwork button to remind you whose artwork you're waiting for.

Use it when

You make things to order and want each customer's brief in one place. You get it with the Personalized maker store type.

Use something else when

• Retail customer summary: you post stocked goods and need only a summary.
• Service customer notebook: you visit customers to do a job.

How to write a customer's brief

People who buy from you appear in Customers by themselves. To add one yourself, press Add person there.

1. Open Store, then Customers.
2. Press the customer. Their page opens.
3. Where it says Write anything…, type their brief, such as "Names: Sam & Alex, date 12.06, serif font".

You see Saved. To remind yourself that you're waiting for their artwork, press Request artwork on the same page.

What it adds or changes

• Part of: Store

Workspace arrangement only

Example

A fictional engraving workshop opens the project page of a customer ordering a wedding gift and records "Names: Sam & Alex, date 12.06, serif font" under Brief and notes. They still need the couple's logo, so they press Request artwork, which marks the customer Engaged, and email them.

Limits

Request artwork doesn't contact the customer. Email or phone them yourself.

Related

• Personalized maker store: Project-shaped customers, an artwork and production board, personalized products