Managing Customer Information for Existing Customers
Editing and updating customer information is easy.
If you need to update an existing customer’s information, simply click on the customer profile from within the Customer List
under Customers in your Helcim Account.
Once you have opened the Customer Information screen, you can click through and edit the following fields for Customer Information:
- Customer Code – This is generated automatically, but you can change it if needed
- Business Name – The business associated with the customer
- Contact Name – If the customer’s name needs to be updated
You can also review the customer's Billing and Shipping information to update any fields that are changing including:
- Billing Contact Name
- Business Name
- Street Address
- City
- Country
- State/Province
- Postal/Zip Code
- Telephone
- Fax
Click on Advanced Options
at the top of the screen edit additional settings.
Under
Advanced Options
, you can edit the following settings:
- Tax-Exempt – Specify if the customer is exempt from all taxes, State/Provincial taxes, or Country taxes
- VAT Number – Applies to some Level 3 Transaction Processing
- Accepts Marketing -
Yes
orNo
- Wholesale -
Yes
orNo
Click Save
to apply any changes you’ve made to the customer’s information.
Additional Functions
The customer menu allows you to perform a wide variety of actions including:
- Adding, Editing and Deleting Customer Credit Cards
- Adding and Deleting Notes
- Viewing Customer History
Customer Actions
These functions are all available under the
Actions
button in the top right-hand corner of your screen.Send Activation Email
If you want to let your customer know that they can access the customer portal, you can send them an email by clicking onSend Activation Email
After you click on
Send Activation Email
, you will be asked to confirm that you want to perform this action. ClickYes
to send the email andNo
to cancel.You will see a success message confirming that a new password and activation email has been sent to the customer.
Lock Account
If you would like to prevent a customer from being able to access the customer portal, you can lock their account. Click onLock Account
from the Actions menu.Click
Yes
to confirm you want to lock the account orNo
to cancel the action.You will see a confirmation message that the customer account has been locked.
Reset Password and Unlock
If a customer needs to reset their password or you want to unlock their account, click onReset Password and Unlock
from the Actions menu.Click
Yes
to confirm you want to lock the account orNo
to cancel the action.You will see a confirmation message confirming the customer’s account has been successfully unlocked and a new password email has been sent to them.