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To edit a customer's account:
| 2. | On the left Navigation pane, click Accounts under Customers. The Accounts page is displayed listing all registered customers in the database. |
| 3. | Click Edit on the customer account to edit its details. The Edit Contact Information page is displayed listing the customer details. |
| 4. | Enter the following details: |
| • | Select a Profile: Select the customer profile from the drop-down list. For example, if you select "Dealer" then this customer will see dealer specific promotions and options on the catalog when he signs in. |
| • | Account Number: Edit the account number in your internal accounting system that corresponds to this customer. Leave blank if you don't have one. |
| • | Company Name: Edit the company name. |
| • | Website: Edit this customer's Web address. |
| • | Source: Edit the source name, who referred this customer. |
| • | Select Contact Status: Edit this contact's status from the drop-down list. |
| • | Under Login Information edit the following fields: |
User Id: Note:This field is NOT editable for existing userid.
Password: Edit the password for this userid.
Security Question: Select from the drop-down list.
Security Answer: Edit the security answer.
Select Role: Select a role to which this customer belongs.
| • | Under Billing Address edit the following fields: |
First Name
Last Name
Company Name
Phone Number
Email Address
Street1
Street2
City
State
Postal Code
Country
| • | Under Shipping Address edit the following fields: |
First Name
Last Name
Company Name
Phone Number
Email Address
Street1
Street2
City
State
Postal Code
Country
| • | Email Opt In: Select to include this customer in the mailing list. |
| • | Custom1, Custom2, Custom3: Use these fields to edit custom information for this customer. |
| • | Description: Enter a description for this customer. |
| 5. | Click Submit. The Accounts page is displayed after updating the customer details. |
Note: To delete a customer: From the Accounts page, click Delete on the customer to delete it. The Please Confirm page is displayed. Click Delete. The Accounts page is displayed with the deleted customer removed from the list.
See Also:
Searching and viewing accounts
Download account information to Excel
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