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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 Settings 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.

The Helcim Merchant Platform 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 Hub. To get started with the Customer Hub, we recommend checking out our support articles on how to set up your customer hub.

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
Adding Page Content and Headers & Footers
Access Logs
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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