Overview
In ACME, primary cardholders always have a corresponding customer record. This customer record can be edited in Backoffice, and those updates will flow to the primary cardholder/membership record.
Requirements
- Before you can view Customer records in Backoffice, you may need to enable this feature by toggling the Show Customers setting to "Yes" in Settings>Administration on the Backoffice (B2B) tab.
- You will also want to ensure you have the following permissions:
- CUSTOMERS_VIEW
- CUSTOMERS_UPDATE
- MEMBERSHIP_VIEW
- MEMBERSHIP_CARD_VIEW
- MEMBERSHIP_CARD_CREATE
- MEMBERSHIP_CARD_UPDATE
Editing a Customer in Backoffice
- In the Customers section of Backoffice, use a Basic or Advanced search to locate a customer record. Customer records can also be accessed:
- From the hyperlinked ACME Customer Number field on a membership record.
- From the hyperlinked Billing/Order Contact on an Order Summary.
- Select Edit for the customer you wish to update.
- Update any fields as needed and select Update to save your changes.
Adding an Address to a Customer in Backoffice
- If your Customer does not yet have an address, the Edit screen will have an Add Address button. Select this to open the Add Address modal.
- Enter the new address and Save.
- Select Update to confirm your changes.