Documentation: Customer Details

The Details tab on the Edit Customer screen, illustrated below, contains the personal details available for the Customer as well as any Custom Fields that have been associated with their account. The Customer Data table at the right-hand side of the screen shows you when the account was Created, the Income earned from the account, the Last Invoice date, any Amount Due, the date of the Last Payment, any Credit due the Customer and any Contacts associated with the Customer’s account.

 

  1. Make any modifications necessary within the fields on this screen and click  to save your changes to the system at any time.
  2. Click  to remove the Customer from the system. Please refer to the Deleting a Customer section of the document for details on deleting a Customer.

 

Contacts Tab

The Contacts tab on the Edit Customer screen, illustrated below, allows you to add additional contacts to this Customer’s profile; for example, Account Department, Original Account Holder and so on. Follow the steps below to work with the Contacts tab.

 

  1. Click  to remove the Customer from the system, if necessary. Please refer to the Deleting a Customer section of the document for details on deleting a Customer.
  2. Click  to associate an additional Contact with this Customer.
  3. Click a Name link on the Contacts list, or click  to make modifications to an existing Contact’s information. Please refer to the Editing a Contact section of the document for details on modifying an existing Contact’s information.
  4. Click  for a line on the Contacts list to remove that Contact from the system. Please refer to the Deleting a Contact section of the document for details on removing a Contact from the system.

 

Adding a Contact

Clicking  on within the Contacts tab allows you to associate additional Contacts with a Customer’s account using the Add Contact screen, as shown in the following illustration. Use the steps below to add additional Contacts.

 

  1. Enter a name for the new Contact in the Name text field. This is a required entry.
  2. Enter a valid Email Address for the new Contact in the Email text field. This is a required entry.
  3. Enter a Street Address location for the new Contact in the Address text field.
  4. Enter a City location for the new Contact in the City text field.
  5. Enter a State location for the new Contact in the State text field.
  6. Enter the Zip Code / Postal Code information for the new Contact in the Zip Code / Postal Code text field.
  7. Select a Country location for the new Contact from the Country list. This is a required selection.
  8. Enter a Phone Number for the new Contact in the Phone text field.
  9. Enter a Fax Number for the new Contact in the Fax text field.
  10. Click  to add the new Contact to the system.

 

Editing a Contact

Clicking the Name link or clicking  for a line on the Contacts list allows you to make modifications to existing Contacts using the Edit Contacts screen, illustrated below. Make any modifications necessary to the Contact’s information and click  to save your changes to the system.

 

Deleting a Contact

Clicking  on the Contacts screen or clicking  on the Edit Contact screen allows you to remove a Contact from the system. However, before performing the deletion, a Confirmation window, illustrated below, is displayed to confirm that is your intention. Click OK to proceed with the deletion or click Cancel to close this window without deleting the Contact.

 

Payment Profile Tab

Selecting the Payment Profiles tab on the Edit Customer screen displays the Payment Profiles screen, illustrated below. This securely stores Customer Payment Information to be used in the case of Recurring Billing or special one-time Invoicing. Each line on the Payment Profiles list displays only the last four digits of the Credit Card Number for security purposes. Follow the steps below to work with the Payment Profiles screen.

 

  1. Click  to add a Payment Profile for this Customer. Please refer to the Adding a Payment Profile section of the document for details on adding a Payment Profile to Azimio.
  2. Click  for a line on the Payment Profiles list to remove a Customer’s Payment Profile from the system. Please refer to the Deleting a Payment Profile section of the document for details on deleting a Payment Profile.

 

Adding a Payment Profile

Clicking  on the Payment Profiles screen allows you to add a Payment Profile for a Customer using the Add New Payment Profile screen, as shown in the following illustration. Use the steps below to add a Payment Profile for a Customer.

 

  1. Enter the Customer’s Credit Card Number in the Card Number text field.
  2. Use the Expiration Date Month and Expiration Date Year lists to indicate the Expiration Date on the Customer’s Credit Card.
  3. Enter the Security Code for the Customer’s Credit Card in the Card Code/CVV text field.
  4. Click  to save the Customer’s Credit Card information to the system.

 

Deleting a Payment Profile

Clicking  for a line on the Payment Profiles list allows you to remove a Payment Profile from the system. However, before performing the deletion, the system displays a Confirmation window, illustrated below, to ensure that is your intention. Click OK to proceed with the deletion or click Cancel to close this window without deleting the Payment Profile.

 

 

 

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