Adding Removing and Merging Customers
Keeping your customer database updated makes it easy to stay in touch with customers, send automated notifications, and process transactions quickly.
You can access your customer list by clicking on
Customer List under Customers in your Helcim Account.
Adding a Customer
Here you will see a list of all the customers currently included in your account. If you want to add a new customer to your account, click on the
New Customer button in the top right-hand corner of your screen.
This will open up a new window where you can manually enter the
Customer Information and
- Customer Code – Will auto-generate, or you can create your own
- Business Name – Name of the Business if applicable
- Contact Name – The Customer’s Name
Once you’re done entering the customer’s information you can click on
Billing and Shippingto enter additional information.
Manually enter the customer’s billing information by typing in the text boxes. For the customer’s shipping information, turn the radio button to
Onto use the same information you entered for their billing information. If you toggle the button to
Off, you will be able to manually enter different information for their shipping address. Once you’re done click
Saveand the customer will be added to your list.
Next, select the
Advanced Optionstab next to Customer Information at the top of the page.
Here you can enter:
- The customer’s preferred language (English, French, or Spanish)
- If they are tax-exempt
- If they have an applicable VAT Number
- Whether they have signed up to accept marketing materials from your business.
Deleting a Customer
If you want to remove a customer from your list, you can do so on the main customer landing page by searching for the customer using the search bar on the top of the page, or finding the customer in the list and clicking the
Trash Can symbol on the right-hand side of the screen.
You will be asked to confirm that you wish to delete the customer. Click
Yes to complete the action.
If you want to merge two duplicate customer entries in your customer list, you can do so by clicking on
Merge Customers on the top right-hand corner of your screen.
Next, search for the two customer profiles that you want to merge.
The Primary Customer profile will take precedence, and the secondary profile will be merged into the first profile. Be sure to select the profile you want to keep as the Primary Customer first so you do not lose any important customer information.
Once you have selected the two profiles you want to merge, click on
Merge in the top right-hand corner of your screen.
Yes to merge the two profiles.
You will see a confirmation message that the merge was successful.