Add/View Notes from the PBE Results Page

When reviewing the email addresses for the open/click/bounce stats of previously sent Personalized Bulk Emails (PBE’s), you can now enter a note or email reminder directly from the same page. See screenshot below.

This column works exactly as it does on the customer tab- the speech bubble with a green plus sign is used to add a note, hovering over the pink speech bubble will bring up a pop-up showing all notes for the customer, clicking the magnifying glass allows you to search through the customer’s notes with keywords.

This page is accessed by clicking on the number associated with different email stats. e.g.; opened, bounced.
Related: Personalized Bulk Email Tracking

notes pbe stats

Saved Searches/Views

With the “Saved Searches” feature, you can save searches or views (selection of columns) you use frequently to save time having to re-enter them. This also enables you to view only those columns that are relevant to your active task.

This feature is available on the customer, order, invoice, credit memo, and notes tab.

To save a search, first make sure the current search is cleared by clicking “clear search.” Next use customize this view to select the columns you wish to show/hide. More on customize this view here. In the example below, I’m creating a custom view (choosing specific columns) for my market calls, so I’ve chosen to only see customer name, contact, phone number, last cancel date, mfr, and market call notes.

saved searches1



If you’d like to enter a specific search to save, or save a specific segment of your customers, enter the search (i.e. everyone in a certain territory, everyone who has purchased in the last year, etc.)

Clicked “Saved Searches,” then “add current search,” then enter a name for this view/search you will remember, such as “mkt calls.”

saved searches2



To load a saved search, open the “Saved Searches” drop down menu and click on the saved search label you are looking for. The page will reload with the saved column view and the search criteria originally entered.
Best Practice:
For every task you do repeatedly, have a saved search for it, whether it’s market calls, checking distribution, or sending emails. You could also have a “simple” view for quick viewing essential information and a “full/standard” view to see everything.


Sorting Customers, Orders, Invoices, Etc.

Most views (pages) in Showroom Exchange (customer, order, invoice, and notes tab, etc.) allow you to sort your entries by multiple columns. For example, you can sort your customers alphabetically by their name.

To figure out how a page is currently sorted, look at the titles of the column headers. If there is a number with a green arrow above or below it, that means that your data is being sorted by that column (see example below) in ascending or descending order.

If the arrow is pointing up, that means that the column is being sorted alphabetically, beginning at the top and going down (A > Z). If the arrow is pointing down, the reciprocal is true (Z > A), descending order.




To clear or reset the current sorting criteria, click on the icon of the two red arrows pointing at each other.




After clicking this icon, you can reassign the sorting criteria by clicking on the column header title you’d like to sort by. For example, if you want to sort by state, click on “State” column header. If you’d like to sort by this column in the opposite direction, click on the title again to reverse the order. Click once more to remove sorting on the respective column.




If you want to consider a second sorting criteria, click on the title of the second column you’d like to sort by. For example, if you’d like to sort by state and within each state, you’d like to sort by customer name, first click on “State,” then click on “Customer.” Note the label 1 & 2 signifying the order of the sort.





Related: Want to skip the wait time when sorting multiple columns?