Modify Customer Information allows you to set up and edit information on your customers.
This Help page contains the following sections:
You have access to the following Filters:
In the Name field enter your search in the "lastname, firstname" format. You can search for just a first name by starting your search with a comma (e.g., ", James"). The following additional filters are available:
Click the Search button to display results or the Clear Filters link to reset all filters.
The Customer Information grid contains the following columns for each customer:
•ACH: Displays a check if the customer has ACH information on their record.
•Email: Hover over the Email icon to view the email address or click it to begin composing a message in your email client.
•Inquiry: Click the Transaction Inquiry icon to display Transaction Inquiry results for the individual.
•Note: Hover over the Note icon to preview the note.
•Setup: Hover over the Information icon to display user and time information for when the customer was set up and last updated.
Click the Edit icon or double-click any customer in the grid to edit their record. You can also click the Add New Customer link to add a new customer (More Information).
Compiled on 2/12/2019 11:04:11 AM