How do I create and update customer settings?
Customer Settings.
Click Manage Customers and then select the customer. On the left side navigation, click Customer Settings.
Enter any of the following information that may apply to this customer:
- If the customer should Not have portal access.
- If this customer wishes to opt out of all marketing from this portal.
- The type of service for this customer. This will display only if you offer multiple types of services.
- Any permanent driver instructions.
- A one-time note for the next time this customer is serviced
- Any applicable Reporting Groups
- The customers Industry type
- Any applicable account numbers, permit number, and contract start and end dates.
- The cost per training credit when this customer purchases training credits directly from you.
- You may add a 2nd, 3rd, and 4th email address to send manifests and invoices by clicking on: Additional Manifest/Billing Email Addresses
When you are finished, click Save Settings.