General customer information

How to view your customers?
1. Click on ‘Customers’ once logged in to the back office. 2. Search for the profile to view from the customer's list via the search box or by usin...
Fri, 16 Apr, 2021 at 3:51 PM
How to change the customer’s address?
1. Log in to the back office. 2. Press ‘Customers’ from the left pane and look for the customer to update/add address. 3. From the customer profile select...
Wed, 14 Apr, 2021 at 3:25 PM
How to manage credit terms for your customers?
1. Log in to the back office. 2. Press ‘Customers’ from the left pane and look for the customer to update credit terms. 3. From the customer profile selec...
Wed, 14 Apr, 2021 at 3:27 PM
How to disable a customer?
1. Click on ‘Customers’ once logged in to CEM. 2. Search for the profile to view from the customers list. 3. Click any field within the row of the selecte...
Wed, 14 Apr, 2021 at 3:58 PM
How to update a customer's bag on his/her behalf?
1. In the 'Customers' section, select the 'eye' icon or customer details. 2. Select the 'Bags' tab. 3. To add mor...
Wed, 14 Apr, 2021 at 4:05 PM
How to upgrade or downgrade the membership tier of a customer?
1. Select 'Customers' in the CEM to list the customers existing in the database. 2. Select the customer you want to upgrade or downgrade the...
Wed, 14 Apr, 2021 at 4:13 PM
How to add Notes and Tags?
1. Log in to the back office. 2. Press ‘Customers’ from the left pane and look for the customer to update tags/ notes. 3. From the customer profile select...
Wed, 14 Apr, 2021 at 3:50 PM