Before you begin adding customers to your Helcim Account, you should configure your
To access your
Customer Settings, click on the
Settings icon in the top right-hand corner of your screen.
This will open the
Settings Menu, when you click on
Customer Settings, you will see the available options for configuring your Customer Settings.
You can now customize your Customer Code Settings.
The fields will auto-populate with the default Customer Code Settings, but you can manually edit them depending on your business preferences.
- Prefix – The letters that come before the Customer Code, in this example CST indicates the number represents a customer
- Starting Number – The first customer created will be CST1000, and the number will increase from there
- Number Length – The amount of numbers in the code
If you would like customers to be notified when you enter their information into your Helcim Account, you can toggle the radio button to
On. By default, this option will be set to
Saveto apply your changes.
You can further customize and edit your Customer Email Settings in the
Settingssection of your account under
Clicking on the
New Customer Activation link in the yellow information box at the bottom of the page will take you directly to the email template for this email.