Admin's the capability to edit certain customer information to ensure that your records are up-to-date and accurate. This guide will walk you through the steps to edit customer information.
Editing Customer Information
Admins can edit the following customer details:
- Name: The customer's full name.
- Email: The customer's email address.
- Phone: The customer's phone number.
- Birthday: The customer's date of birth.
Deactivating and Reactivating Customers
Admins have the authority to deactivate or reactivate customer accounts. However, please note that you cannot reactivate an account that a customer has deleted on their own.
Accessing Customer Information
Here's how you can access and edit customer information in the merchant portal:
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Log In: Log in to the merchant portal using your admin credentials.
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Navigate to Customer Service: In the portal's main menu, locate and select the "Customer Service" section.
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Access the Customer List: From the "Customer Service" menu, click on "Customers." This will lead you to a list of all your customers.
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Search or Browse Customers: To find a specific customer, use the search bar provided. You can search by Customer Name, Email, Phone number, or Company Name. Alternatively, you can scroll through the list to find the customer you wish to edit.
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Edit Customer Information: Once you've located the customer you want to edit, click on the "Edit" icon next to their name. This action will take you to the customer's detail page.
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Make Edits: On the customer's detail page, you can edit their information, such as their name, email, phone number, or birthday. Update the necessary fields with the correct information.
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Save Changes: After making the required edits, don't forget to save your changes. Look for a "Save" or "Update" button on the page and click it to confirm the changes.
Additional Actions
In addition to editing customer information, you can also perform other actions from the customer detail page, such as sending rewards or credits to the customer.
By ensuring that your customer information is accurate and up-to-date, you can provide better service and engage with your customers more effectively.
Remember that customer data should be handled with care and in compliance with privacy regulations. Always prioritize data security and customer privacy when making any updates or changes.