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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
  • Email

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 or No
  • Wholesale - Yes or No

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 on Send Activation Email After you click on Send Activation Email, you will be asked to confirm that you want to perform this action. Click Yes to send the email and No 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 on Lock Account from the Actions menu. Click Yes to confirm you want to lock the account or No 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 on Reset Password and Unlock from the Actions menu. Click Yes to confirm you want to lock the account or No 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.

Related Articles

An Overview of Helcim Customer Management
What is Customer Management?
Adding Removing and Merging 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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