🔎 Currently on Beta Tests
A Quick List is a feature that allows users to easily organize and manage products they are interested in. Quick Lists are designed to help users keep track of items they wish to purchase, compare, or revisit later. This feature is particularly useful for creating shopping lists, and wish lists, or for saving items for future reference.
👍 Important: Please get in touch with the customer success team to enable this feature.
User Roles
Quick Lists offer flexible settings at the user role level:
Access Quick List provides users with view-only access to existing Quick Lists, while Add Shared Quick List enables them to create lists that can be shared and edited by other team members. Additionally,
Add Personal Quick List allows users to create private lists for their own use.
These role-based permissions ensure that Quick Lists can be customized and managed effectively according to each user's needs and responsibilities.
When a user selects either Add Personal Quick List or Add Shared Quick List, the Access Quick List permission is automatically enabled to ensure they have view-only access to existing Quick Lists as well.
Quick Lists menu
A new "Quick Lists" menu is available under Customers, so you can easily access to all the existing Quick Lists or create a new one
Create Quick Lists
Go to the Customers > Quick Lists and click on the "New Quick List" button
The New Quick Lists screen allows efficient management of users, accounts, and products.
It includes fields for:
Name
Valid Dates
Description
And buttons for:
Adding products
Assigning accounts
Assigning users
Edit Quick List
The Quick List Edit Screen allows you to edit the name of the Quick List, modify the valid dates, lock and unlock the Quick List, and enable or disable the Quick List as needed.
Add products
The "Add New Product" screen enables users to search for items and select those to include in the Quick List.
Assign accounts screen
The "Add New Account" screen enables the assignment of accounts to Quick Lists and the management permissions of accounts. It offers the following features:
Assign Accounts to Quick Lists:
Select accounts and assign them to the Quick Lists.
Permission Settings:
View Only Permission: Grants users on the storefront, the ability to view quick lists.
Edit Permission: Grants users on the storefront the ability to modify quick lists, including adding and deleting products, editing the Quick List descriptions and line references, and updating default quantities.
Note: Enabling the Edit Permission automatically enables the View Permission.
Include Child Accounts:
Choose whether to include child accounts when assigning accounts to the Quick List.
Assign users screen
The "Add new user" screen allows you to assign users to Quick Lists and manage account permissions. The following features are available:
Assign Accounts to Quick Lists:
Select accounts and assign them to the Quick Lists.
Permission Settings:
View Only Permission: Grants users the ability to view quick lists.
Edit Permission: Grants users on the storefront the ability to modify quick lists, including adding and deleting products, editing the Quick List descriptions, and updating default quantities.
Note: Enabling the Edit Permission automatically enables the View Permission.
Note: User role permissions take precedence over account-level permissions, meaning they will override any permissions set at the account level.
Search and Filter by User Name or Account Name
In the Quick Lists grid, the users can search for specific entries by typing a User Name or Account Name into the search bar. As they type, matching results will appear, and users can filter the list based on the selected account or user name. To reset and view the full list again, users can simply clear the search.
FAQs
What happens to my previous role options when I enable the new Quick Lists?
The "View" permission corresponds to the "Access Quick List" setting. Permissions for "Edit" and "Delete" will be managed through individual user and account settings. The ability to Add Quick Lists is controlled by two new options: "Add Shared Quick List" and "Add Personal Quick List".