Customer Dashboard Information

Customer Dashboard Overview
Mon, 18 May, 2020 at 6:18 PM
Add a New Customer
1. Navigate to the CUSTOMERS section of the Navigation Bar and click MANAGE CUSTOMERS 2. Click Add New Customer 3. Input Customer Information  Is Acti...
Mon, 18 May, 2020 at 11:23 AM
Search for a Customer
1. Navigate to the CUSTOMERS section of the Navigation Bar and click MANAGE CUSTOMERS  2. Input Customer's Information into Search Bar Ability to sea...
Tue, 19 May, 2020 at 12:30 PM
Edit Customer Account Information
1. Navigate to the CUSTOMERS section of the Navigation Bar and click MANAGE CUSTOMERS  2. Input Customer's Information into Search Bar Ability to s...
Tue, 19 May, 2020 at 12:22 PM
Add New Address for a Customer
1. Search for the Customer 2. Click Add New Address 3. Input Customer Information Is Active ? = Checkbox marked if this is an active customer Is Primary...
Tue, 19 May, 2020 at 12:36 PM
Edit or Delete Current Address for a Customer
1. Search for the Customer 2. Select View/Edit/Delete Icon  3. Input Customer Information 4. Select Update Is Active ? = Select the checkbox if it is...
Thu, 21 May, 2020 at 11:50 AM
Select or Remove a Skip Day for a Customer
Use this feature when a customer wants to skip a day of their subscription renewal. The order will skip the selected day, and continue with the rest of the ...
Fri, 22 May, 2020 at 10:16 AM
Add a Note to a Customer's Account
Use this feature to add a note to your customer's account. Some notes will automatically add a note (for example, skip days). 1. Search for the Cust...
Fri, 22 May, 2020 at 11:10 AM
Remove a Note from a Customer's Account
Use this feature to remove a note from your customer's account. Some notes will automatically add a note (for example, skip days). Follow these steps to...
Fri, 22 May, 2020 at 11:33 AM
Add an Always Meal Message to an Account
Use this feature to add an Always Meal Message to a Customer's Account. An Always Meal Message will create an alert/flag for this customer's orders ...
Tue, 2 Jun, 2020 at 3:39 PM