Basic customer information can be seen or edited in the customer profile tab.
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Users must have customer view permissions to see this screen, and customer edit permissions to be able to make any changes here. |
The customer profile is the second tab on the left side of a customer record, shown by a symbol of a person with a circle around it.
The customer’s full name, birthday, gender, and contact information is shown at the top.
Note: Gender is a drop down, and is not required.
The birthday can be entered by typing a date, or by clicking the calendar button.
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Birthday bust be formatted mm/dd/yyy |
Below that, the user can see the customers barcode. This would have been generated when the customer was created, but there is a generate button in this page as well.
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When the generate button is clicked, there is no confirmation. A new barcode is immediately shown. |
The Address fields are shown under the barcode.
Note: The state is a drop down. The other fields are all text entry.
If the customer’s ID has been verified, a user can click the toggle switch at the bottom of the profile page. It should show blue when selected.
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The date that it was verified will show to the right. |
Next to the “ID verified” button, the user can show that the customer has a signature on file by clicking the toggle button so that it turns blue.