Adding a Customer (Adminstrators & Power Users)

•	Only users with Administrator or Power User privileges can add a customer to the Contacts Editor on the Dashboard.

•	Refer to these topics for more information on privilege levels: Administrator Privileges, Power User Privileges, Users Privileges, and Everyone Privileges.

To add a customer to the Dashboard, do the following:

•	Web Store customers are normally added to the Dashboard the first time they make a payment on the Web Store.

•	Adding contact information on the Dashboard for an Order Entry customer is optional. However, if you choose to store contact information for an Order Entry customer, the information is generally added during Order Entry.

1.	On the Dashboard home page, scroll to Contacts.

2.	At the far right, click New Contact. The Contacts Editor appears.

Contacts Editor for Adding a Customer

In the Contacts Editor, "Web Customer" refers to both Web Store and Order Entry customers.

3.	Enter information in all required fields (those identified with an asterisk) as well as other fields as desired. The fields specifically applicable to customer contacts are described in the following topics:

•	Contact Information

•	Email Address/Password

•	Contact Types

4.	Click Update this Item to save your changes. A message appears indicating that your changes were successfully saved.

You must click Update this Item to save your changes.

5.	Click on Click here to return home to go back to the Dashboard home page.

Other options for leaving the Contacts Editor include:

•	Clicking Cancel to leave the Contacts Editor without saving your changes and return to Contacts Lookup

•	Clicking here to go back to the Dashboard home page without saving your changes

Related Topics

Adding a Customer (Administrators & Power Users)

Looking Up a Customer (Administrators & Power Users)

Editing Customer Information (Administrators & Power Users)

Contacts Editor Screen:

•	Contact Information

•	Email Address/Password

•	Contact Types

Help URL: http://www.revtrak.com/E-Z-Help/index.html?adding_a_web_customer.htm

Adding a Customer (Administrators & Power Users)				Adding_a_Web_Customer Dear E-Z Help Staff,
Adding a Customer (Administrators & Power Users)