Add New Customer
- Click on the Customers icon in the main navigation.
- Click 'Create New' link.
- Enter applicable information for the Customer. Note: The only required field is 'Email Address'.
- Save by clicking the green checkmark in upper right.
View & Edit Customer Profile
Click a Customer's name and you will be taken to their Customer Profile.
Top-Level Menu Definitions:
1. Create Order: Create Order for this customer.
2. Login As: Logs you in on the front-end as this customer (great for testing!).
3. Send Email: Send email to customer based on template chosen.
4. Edit: Edit customer profile.
5. Merge: Merge more than one profile.
6. Delete: Delete customer profile (does not delete orders from VS).