A recipient is a person the customer gives or sends an order to: mother, wife, a friend, a colleague. Recipients are kept on the customer card, on the “Recipients” tab; they are picked in orders and occasions (“Birthday — mother”).
How to add a recipient
- Open the customer card → the “Recipients” tab.
- Click “Add recipient”.
- Fill in the fields and click “Save”.
You can also add a recipient right from the order form with “+ New recipient”: the order form keeps what you have typed.
Fields
- “Name” — the recipient's name.
- “Who they are” — mother, father, spouse or partner, child, relative, friend, colleague, other. The import, for example, uses it to find the customer's “mother”.
- “Details” — when the list has no exact option: “mother-in-law”, “godmother”.
- “Phone” — for the courier; a “WhatsApp” link appears next to the number in the list.
- “Address”, “City”, “Country” — where to deliver usually. When you pick the recipient in an order, the address and city are filled in.
- “Notes” — favourite flowers, allergies, a good time.
- “Additional fields” — the account's own fields for recipients (see Custom fields).
Edit and delete
Each recipient has “Edit” and “Delete” buttons. When a recipient is deleted, their occasions stay with the customer “without a recipient” — the confirmation tells how many. If such an occasion matches one of the customer's own (same kind and date), it is removed to avoid a duplicate.
The owner, admins and managers (in their projects) can add and change recipients; a viewer only looks.