Customers

Also available in these formats:

Click Customer Properties button be redirected to the Manage Customer Properties page. A list of customer properties attached to the customer as well well as add, edit or delete properties (Refer to the Customer Properties section for information on Customer Properties).

Figure 1 – Manage Customer Properties Page

Headings	Description
Property Name	The title of the customer property.
Property Value	The value of the customer property.
Description	The description of the customer property.
Editable	This field displays if the property is editable.
View-able	This field displays if the property is viewable.

Add a Customer Property #

Before adding new Customer Property make sure that the desired property was already created. To see a list of all the existing customer properties go under People | Customer Properties. For information on how to create a new customer property, refer to the Customer Properties section.

1. Once the desired property is available, click Add button at the top of the Manage Customer Properties page to be redirected to the Add / Edit Customer Property page.
2. From the Property Name drop-down, select the desired customer property. It will only show existing customer properties that are not already attached to the customer’s customer properties.
3. Enter the property value.
4. Click Save to save the details.

Edit a Customer Property #

1. Click Property Name link to be redirected to the Add / Edit Customer Property page.
2. Click Save the changes made.

Customer Activity #

Customer Activity allows for administrators to notify the user, of anything from warnings – sales, this will appear on their account notifications.

1. Click the Customer Activity button found on the Edit Client page.
2. A blank page will appear if there are no messages.

Headings	Description
Checked	Shows if the message as been selected for deletion
Message	Message that was sent to the user. This message can be edited clicking directly in the link message.
Modify Date	The date and time the message was created
Action	Allows for a single message to be deleted by clicking the Delete link beside the message to delete.

Table 2 – Description of headings under Customer Activity Page

Button	Description
Add Message	When pushed send message to user.
Delete Message	When pushed remove selected messages
Action	The ability to add or delete a message is available.

Creating a Message #

1. Write the content in the text box.
2. Click Add Message button to send the message.

Delete a Message #

1. Click the Delete link under Action column corresponding to the message to be deleted.
2. Check the check-boxes of the messages to be deleted and click delete message button to delete multiple messages at a time.