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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).
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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
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Other Info:
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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.
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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
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Scroll down further, to see all of the Transactions and Fulfillments related to this customer:
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Issue Refunds and Voids using the transaction’s Actions button
Reship or cancel fulfillment using the fulfillment’s Actions button
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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
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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:
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From the Transaction List, select ‘Actions’ and ‘Resent Refund Email’.
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Customer Service Agents do not have the ability to blacklist customers via the customer profile, this is reserved for Customer Service Admins. |