Customers
Settings
Visibility rules, salesman assignments, and customer data controls.
Control how customers are displayed, who can access them, and how salesman assignments sync.
Quick Overview: Control what sales reps can see, manage salesman sync behavior, and set data export permissions.
Visibility Rules
| Setting | Description |
|---|---|
| Sales rep can see all customers | View the full customer list regardless of assignment |
| Sales rep can see customers without salesman | View unassigned customers |
| Sales rep can see all sales | View sales data for all customers, not just assigned ones |
Data Permissions
| Setting | Description |
|---|---|
| Sales rep can update customer coordinates | Allow GPS location corrections |
| Allow customers export | Enable CSV export from customer lists |
Prospect Settings
| Setting | Description |
|---|---|
| Prospect VAT required | Require VAT number when creating new prospects |
Salesman Assignment
| Setting | Description |
|---|---|
| Allow multiple salesman IDs | Support up to 3 salesmen per customer (requires source system support) |
Salesman Sync
This setting controls whether salesmen assignments can be edited manually in WiseParts or if they are managed exclusively through integrations (e.g., file imports). When sync is enabled, manual edits to salesmen fields will be overwritten on the next import.
For each salesman slot, configure how changes propagate:
| Option | Description |
|---|---|
| Sync between customers and branches | Changes to customer assignments automatically update branch assignments (and vice versa) |
| Allow manual update | Users can manually change salesman assignments |