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:
- Manage Your Customers Information
- Adding, Editing and Deleting Customer Credit Cards
- Adding and Deleting Notes from Customer Profiles
- Viewing Customer History
- Managing Customer Accounts
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.