How to Add/ Edit/ Delete Customer

Add New Customer

To add new customer

  1. Click the Admin drop down menu link (in the left pane).
  2. Click New Customers tab under Customers link (in the left pane). New Customers page appears.

Add New Customer

 

Add New Customer Table

Fields & Buttons

Description

New Customer Profile

Company Name

Enter the customer’s company name in the Company Name field.

Address

Enter the address of the customer in the Address field.

City

Enter the city of the customer in the City field.

State/Country

Enter the state or country of the customer in the State/Country field.

Zip Code/ Postal Code

Enter the zip code or postal code of the customers address in the Zip Code/ Postal Code field.

Country

Select the country of the customer from the Country drop down menu.

Work Phone

Enter the work phone number of the customer in the Work Phone field.

Cell Phone

Enter the mobile phone number of the customer in the Cell Phone field.

Email Address

Enter a valid email address of the customer in the Email Address field.

Prefix

Enter the prefix of the customer in the Prefix field.

Realm

Enter the realm of the customer in the Realm field.

Logo URL

Enter the URL of the customer’s company logo in the Logo URL field.

Home Page

Enter the URL of the customer’s homepage in the Home Page field.

Currency

Enter the preferred currency of the customer in the Currency field.

Date Format

Select the type of date format from the Date Format drop down menu.

Default Time zone

Select the default time zone of the country of the customer from the Default Time Zone drop down menu.

User Name Account

Real Name

Enter the real name of the customer in the Real Name field.

User Name

Enter the username of the customer in the User Name field.

Password

Enter the password in the Password field. (The password must be of minimum 6 characters).

Feature Access – New Customer

  1. Select the Feature Access check boxes to give that particular access for the feature to the customer.
  2. Click Submit to save the changes.

 

Edit Customer Details

To edit customers details

  1. Click the Admin drop down menu link (in the left pane).
  2. Click List Customers tab under Customers link (in the left pane). List Customers page appears.
  3. Click the blue edit button under Operations column in the List Customers Edit Customers page will appear.
  4. Make the necessary changes.
  5. Click Submit to save the changes made.

Delete Customer

To delete Customer

  1. Click the Admin drop down menu link (in the left pane).
  2. Click List Customers tab under Customers link (in the left pane). List Customers page appears.
  3. Click the red delete button under Operations column in the List Customers
  4. Delete Confirmation pop up will appear. Click Delete.
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