Add New Customer

  1. Click on the Customers icon in the main navigation.

  2. Click 'Create New' link.

  3. Enter applicable information for the Customer.  Note: The only required field is 'Email Address'. 

  4. 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).

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