Customer account

The customer account gives you a summary of the customer including their personal details, recent products, open cases, payment methods and recent activity.

Customer account header

You will see the unique customer account number, customer's name and customer type 'Standard' or 'VIP'.

Standard

VIP

Customer account menu

The customer account menu enables you to navigate around the customer's account quickly and easily.

Personal details

You will see the customers address, contact details, email address and refer a friend code. You may also see either display name or customer PIN depending on the system configuration.

Recent products

You will see the name, type, price, date started and current status of a recent product.

Select the product to view more information on the product. All products can be viewed by selecting Products

🚧

Add product

Selecting Add product will take you out of BETA into the existing customer checkout.

Open cases

You will see open cases on the customer's account.

Select the case to view more information on the case. All cases can be viewed by selecting Cases

🚧

View case

Selecting 'View case' will take you out of BETA into the existing customer case screen.

Payment methods

You will see all the active payment methods that have been added to the customer account - ordered by date added

You will see the type and status for each. Statuses include active and expired.

🚧

Manage payment methods

Selecting Manage will take you out of BETA into the existing customer payment screen.

Recent activity

You can see the last five actions on the customer account. See Customer activity for more details.

Edit a customer

You can edit when you see the pen icon.