Does the CRM show a customer's cash-on-delivery risk?
Last verified: 2026-09-18
The customer risk score in CRM is a projection of the latest result calculated on the server at checkout: it appears on the customer profile as a visual gauge with a short reason and last-updated date. The same score also shows in the Risk column of the orders list and on each order summary, and it stays a supporting signal combined with confirming the order before shipping, never an automatic blocker. A dash means the result is unavailable, not low risk. See the CRM documentation and order risk score.
How to use the score in practice
- Open the customer profile in CRM and review the gauge with its reason and update date.
- Compare the score against the customer past orders and previous confirmation outcomes.
- Confirm high-score orders with a message or a call before shipping.
- Hold costly shipments to brand-new customers until confirmation completes.
The score inside the protection mix
The score works with order confirmation and suspicious-pattern review to protect shipping costs. See fake COD orders, COD refusal rate, the CRM system, and fake orders in Egypt.
Tying the score to the customer profile
Never read the order score alone: open the customer profile and review the risk gauge with their order history and past confirmation outcomes, since a brand-new shopper deserves more caution than one with a clean record. Document your decisions in profile notes to build a risk memory the whole team benefits from.
- Compare the current order score with their previous order scores.
- Give trusted shoppers a faster shipping lane with brief confirmation.
- Refresh contact details for repeat refusers before any new shipment.
Frequently Asked Questions
Does a high score block the order automatically?
No, the score is a supporting signal rather than an automatic block: the merchant reviews it with the customer history and confirms the order before shipping instead of relying on it alone.
What does a dash mean where the score should be?
A dash means the result is unavailable rather than low risk, so handle the order with normal care and confirm it before shipping like any other.
Where does the score appear besides the customer profile?
The same score appears in the Risk column of the orders list and on each order summary, so it can be reviewed during daily order handling without opening the profile.