Managing Web Store and Order Entry Customers

Introduction

•	Administrators and Power Users can view all customer information except their password.

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

You can manage two types of customers through the Dashboard:

•	Web Store customer - anyone who makes a payment through the Web Store. Web Store customers can also make payments through Order Entry.

•	Order Entry customer - anyone who makes a payment through Order Entry. If you saved the contact information for the Order Entry customer, the information can be accessed through the Dashboard. Order Entry customers can also make payments through your Web Store if you have one.

The Contacts Editor allows Administrators and Power Users to add and edit customer information on the Dashboard as well as to look up payment information for a customer.

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

Contacts Editor for Adding and Editing Customer Information

Related Topics

Introduction - Managing Web Store and Order Entry Customers (Administrators & Power Users)

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?managing_web_customers.htm

Managing Web Store and Order Entry Customers				Managing_Web_Customers Dear E-Z Help Staff,
Managing Web Store and Order Entry Customers