Customer Data - Navigating Your Way Around
1 – Erudus One: this is your home button: pressing this will always return you to
2 – Product Search: this allows you to search for product specifications using Erudus Technical Search.
3 – Member Dashboard: this will navigate to your member dashboard.
5 & 14 – Click here for help: raise and send us a support ticket as well as user guides and walkthrough videos for new users and refresher training.
6 – Home: by clicking this at any time it will bring you back to this above screen.
7 – Products: clicking this takes you to the product screen where you can add local codes to products or search using previously added codes.
8 – Users: this option allows you to view any users attached to your member account, this includes both customers and internal users.
9 – Customer Data: if you have attached customers this screen lets you upload customer purchase data so your customers can access this on their Erudus accounts.
10 - Data Layout - this section shows you how the customer data needs to be arranged to be uploaded.
11 - Current Data: Any data records you have uploaded will be displayed here. See the guide 'Uploading Purchase History For Customers'.
12 - Choose File: Allows you to browse for a file to upload customer purchase data.
13 - Upload: Confirms uploading the file selected from (12).