Quotes
Every quote a wholesale customer has submitted, newest first. These are requests for you to action manually (PO/invoice via Xero) -- nothing here is a placed order.
Pending Accounts & Requests
Every self-registered application and every wholesale-request phrase spotted in synced email ("wholesale account", "trade account", "become a stockist", etc.) land together here, newest first. Approve/Reject a self-registered application directly; for an email-detected request, click "Create Login" to prefill the form below with what we know, or "Dismiss" if it's not a real request.
▸ Create Wholesale Login
Invite a known lead straight in instead of waiting for them to self-register. This creates an already-approved account with an easy generated password, then shows you the welcome email to review -- nothing is sent until you click Send.
▸ Product Pricing & MOQ
Wholesale price defaults to 10% below the live Shopify price shown for each product, recalculated every time you sync Inventory AU/IM. Override any product's price directly -- your number sticks until you clear it. A product only appears to wholesale customers once an MOQ is set and Enabled is checked.
Active Wholesale Portal Users
Every wholesale customer with a login -- approved self-registrations and accounts created from "Create Wholesale Login" above. This is the same contact record used everywhere else in the CRM (notes, mass email, purchase history).
Current rules
Blocked everywhere. Remove one here to start receiving their communications again.
Send to one or more segments
Connect your Gmail inbox
Connects the inbox for your account, so your emails sync and segment automatically.
Recover email links
Repair tool -- fixes any contact chip on any board (New Inquiries, Branded, Unbranded, Customers, etc.) whose "Read Email" link is missing or broken. Recomputes from mail already synced into the CRM first, then does a deep search of each remaining contact's entire Gmail history (not just recent/unread mail) to catch older conversations too. Safe to run anytime -- can take a minute or two on a large contact list.
Backfill New Inquiries
Sweeps the whole mailbox for Shopify "New customer message" contact-form notifications -- including ones already marked read, which the regular sync skips -- and files any that never made it into Needs Attention > New Inquiries. Safe to run anytime; already-handled ones are skipped automatically.
Backfill Wholesale Requests
Sweeps your whole mailbox (any age, any read state) for wholesale-request phrasing and adds matches to the Wholesale tab's "Wholesale Account Requests" review queue -- for requests that came in before automatic detection existed. Only ever adds rows to that review queue; it doesn't touch any contact, segment, or email already sorted in the CRM, so it's safe to run anytime.
Connect Shopify
Used by "🔄 Sync Shopify" (Shopify Customers tab) to scan your orders and suggest which customers go where. Since January 2026, Shopify apps built via the Dev Dashboard no longer get a permanent access token -- instead, paste the Client ID and Client Secret from your app's Settings page (Dev Dashboard → your app → Settings → Credentials). The CRM exchanges these for a fresh token automatically, in the background, whenever it needs one.
Pulls in every order Shopify has ever recorded -- not just new ones -- and brings everything up to date in one pass: inventory quantities and prices (feeding the Wholesale portal's pricing too), product/collection purchase links for Mass Email's Product List / Collection List filters, and a review list of any past customer who was never created as a CRM contact (e.g. checkout-only buyers who never emailed you). Freeze Dried Lollies / Lollies-Bulk purchases are left out automatically since that line is discontinued. Safe to re-run any time.
Email signature
Used automatically on every send. If your Gmail account already has a signature set, that one wins — this is the fallback.
Rename boards
Change any of the 7 main tab names — it updates everywhere they're shown (tab bar, "Add to..." menus, search results, mass email).
Data cleanup (admin only)
Merges historical duplicate contacts (same email, different casing/spacing) into one, keeping all their info. Safe to run anytime.
Staff accounts (admin only)
📤 Export your data (backup)
Downloads a CSV of everything in that board/dataset, ready to open directly in Google Sheets (File → Import → Upload) or Excel. Use this any time you want your own independent copy -- before a big update, or just as a periodic backup -- so you're never solely dependent on the live database. This is your data; the code/app itself is backed up separately (see the "Rolling back a bad update" note in the project's README).
Ignored senders
Emails from these addresses or domains are skipped during sync — adding one also removes any of their emails already synced.