We're Moving to a New Support Platform – Starting June 1st!
We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.
You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.
While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.
We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.
Thanks for your continued support and trust – we’re excited to bring you an even better support experience!
I noticed that when employees login and make a new appointment, they can only pick from existing customers. How do I configure it so that employees are allowed to add new customers when they make a new appointment if there's no record of an existing customer?
Hi, Adam,
Thank you for choosing Amelia.
At the moment, only Admin and Amelia Manager users can add new Customers.
However, you can give your Employee additional permissions with the User Role Editor plugin, and then they will be able to add new Customers on the back-end (this option is still not available on the Employee panel, unfortunately).
In order to achieve that, you should install the User Role Editor plugin and add amelia_read_customers, amelia_read_employees and amelia_write_customers permissions to the Amelia Employee role.
Hope that will help.
Best Regards.
Thank you, that should be fine for the time being!
Adam,
I hope this solution worked.
Please let us know if you have any other questions.
Best Regards.
Hello, i have a similar problem, which i have reported in this ticket https://tmsplugins.ticksy.com/ticket/2867178
I have added to the Amelia Manager role the capabilities: amelia_read_customers, amelia_read_employees and amelia_write_customers but still it cannot create or edit Customers
Hi again, Numerica,
I responded to the ticket that you opened, so I believe there is no need to duplicate the same information here.
Looking forward to hearing from you.