Manage Your Customers
The new Customer Module has been enhanced to simplify user experience allowing merchants to view each customer’s transactions.
Customer Management Overview
CUSTOMER HOW-TO ARTICLES
- Customer Profile Creation
- Create Individual Customer Profile
- Create Business Customer Profile
- Search, Filter and View Customer Profile
- Manage Customer Profile
Create Individual Customer Profile
Login to the Merchant Portal and enter login credentials and One-Time Password (OTP) sent to your chosen method of authentication.
From the Navigation bar, click Customers.
3. To add/create a new Customer profile, click Add Customer.
NOTE: By default, Customer Type and Location are set to Individual and Main respectively.
4. Add Customer modal window will appear.
Populate the required fields when adding Individual type Customers:
REQUIRED FIELDS |
OPTIONAL |
|---|---|
Full Name |
Birthday |
Email Address |
Job Title |
Street Address |
About |
City |
Contact Information |
State (default is set to United States) |
Address 2 |
Country |
Zip Code |
→ Phone Type is set to Mobile by default, click the dropdown to choose preferred customer phone type.
→ Address Type is set to Home by default, click the dropdown to choose preferred customer address type.
5. Click Add new customer.
A message will be displayed when adding a customer record is successful.
6. Click OK.
NOTE: The merchant should see the details of the newly added customer in the list of customers and when customer profile is viewed.
Adding Optional Information
DISPLAY PHOTO → when merchant is already in the Add Customer modal, click Change Photo to add customer’s display photo and choose image saved on your device.
MULTIPLE CONTACT NUMBER → upon creation, this is only applicable to Individual type customers only. Just click ‘+ Add Customer Phone’ and the previously entered contact number will be listed under Contact Numbers table.
MULTIPLE CUSTOMER ADDRESS → upon creation, this is only applicable to Individual type customers only. Just click ‘+ Add Another Address’ and the previously entered address will be listed under Addressed table.
Merchant may choose to tick Set Default box when adding a new address.
NOTE: To successfully add multiple contact numbers and addresses, merchant must click Add Customer Phone and Add Another Address buttons first after the last input of customer’s details before clicking Add new Customer button.
Create Business Customer Profile
Login to the Merchant Portal and enter login credentials and One-Time Password (OTP) sent to your chosen method of authentication.
From the Navigation bar, click Customers.
3. To add/create a new Customer profile, click Add Customer.
NOTE: By default, Customer Type and Location are set to Individual and Main respectively.
→ To add a Business type Customer, click Customer Type dropdown
Populate the required fields when adding Business type Customers:
REQUIRED FIELDS |
OPTIONAL |
|---|---|
Business Name |
Nature of Business |
Contact Person’s Full Name |
Department |
Email Address |
4. Click Add new customer.
A message will be displayed when adding a customer record is successful.
5. Click OK.
NOTE: The merchant should see the details of the newly added customer in the list of customers and when customer profile is viewed.
Adding Optional Information
DISPLAY PHOTO → when merchant is already in the Add Customer modal, click Change Photo to add customer’s display photo and choose image saved on your device.
Search Customers
→ From the Customer Management module, merchants may enter the name of the customer they want to manage.
Filter Customers
→ From the Customer Management module, merchants may click the dropdown to choose between the list of Individual type Customers or Business type customers.
View Customers
→ To start managing customers, merchants must first view customer’s profile by clicking the eye icon (👁) under Actions. Once viewed, merchants can start managing customer’s profile and transactions.
*To learn how to manage customers, click here.