Do this when you want to edit customer information:
- Choose All customers from the side menu.
- Manage customer information -area will open up.
- Choose a customer. You can also view information by groups.
- Click the name of a customer or Edit.
- You can now edit the customer's information.
- Remember to Save.
Deleting customers
Do this when you want to delete a customer:
- Choose All customers from the side menu.
- Manage customer information -area will open up.
- Choose a customer. You can also view information by groups.
- Click the name of a customer you wish to delete or Edit.
- Choose Delete customer.
- The system will ask you ''Are you sure you want to permanently delete the customer's information?''
- Choose Cancel if you don't want to delete the customer.
- Choose OK if you want to permanently delete the customer's information.
Adding a customer to a customer group
Do this when you want to add a customer into a customer group:
- Choose All customers from the side menu.
- Manage customer information -area will open up.
- Choose a customer. You can also view information by groups.
- Click the name of a customer you want to add into a group or Edit.
- You'll see all the customer groups created for the page from the Customer groups -tab. Choose the groups you want to add the customer and Save.
- If you want to remove a customer from a group, delete the mark on the customer group.
You can send newsletters and text messages with ease when you've added customers in customer groups. The same customer can be in multiple groups at the same time. The system will make sure that a message will only be sent once to a customer.