...
Click a customer’s name to open their customer profile.
...
.
Or
Click the arrow to open the orders for that customer.
Or
Click a specific order to open that order (and not the customer profile).
...
On the customer’s profile you can click the pencil icons to edit the customer's information:
...
:
Under Other Info you can see the CC Funnel name and Page names under Custom1 and Custom2
...
Other Info:
Here you can update certain fields for the customer, apply a credit amount for rebills, and even update their Login and Password if being used for membership pages.
...
Select the green Create New Order button to start a new order with that customer’s information or click the Start C/S Call button to call the phone number on record with a Phone Switch Plugin
...
Scroll down further, to see all of the Transactions and Fulfillments related to this customer:
...
Issue Refunds and Voids using the transaction’s Actions button
Reship or cancel fulfillment using the fulfillment’s Actions button
...
Restart, skip or stop a trial
Select a different product option
Change a price point or billing date
Cancel a subscription
Force bill the order’s current cycle
...
Info |
---|
If updating the quantity, make sure to place the Unit Price so the system can calculate the correct Price. Ex. Quantity X Unit Price = Price |
Resend a Refund or Void Email:
...
From the Transaction List, select ‘Actions’ and ‘Resent Refund Email’.
...
...
Info |
---|
Customer Service Agents do not have the ability to blacklist customers via the customer profile, this is reserved for Customer Service Admins. |