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An Overview of Helcim Customer Management

Helcim’s Customer Manager collects and securely stores all your customer data in one central place, making it easy to manage your customers and update their information.

When you’re first setting up your Helcim Account, it is helpful to review the Customer Settings which can be found under the Settings Menu to ensure when you create your first entry the data will be formatted in a way that works for your business.

Once you have confirmed your Customer Settings, you’re ready to get started by adding your first customer.

You Helcim Account makes it easy to manage your customer information and complete different actions including:

If you would like to give your customers the ability to update and review their information, you can activate your Customer Portal. To get started with the Customer Portal, we recommend checking out our support articles on how to use the Customer Portal Theme Designer and Setting Up Your Customer Portal.

Related Articles

What is Customer Management?
Adding, Removing and Merging Customers
Managing Customer Information for Existing Customers
Adding, Editing and Deleting Customer Credit Cards
Adding and Deleting Notes
Processing a Payment for an Existing Customer
Viewing Customer History
Managing Customer Accounts
What is a Card Vault?
What is a Customer Portal?
Setting Up Your Customer Portal
Adding Page Content and Headers & Footers
Access Logs
Customer Portal Theme Designer
How to Import and Export Customer Data
How to Import Customer Credit Cards
Adding, Editing, and Deleting Customer Bank Accounts
Searching for Customers

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