There are multiple locations on the platform where you are offered the option to 'View & Edit' Customers. No matter where you link from you will be shown the same three part screen.
Section 1: Account and Access information
This section of the site allows a Administrator to:
- To Approve the Customer account
- To Reject (Deny) the Customer
This section also allows you re-issue a password reset mail or the edit Customer name. the password reset mail will be sent to the email address associated with the customer account.
Note: When customers are 'bulk uploaded', the system will accept data with missing field information by default.
When the View screen is called, the system will recognise the data is not complete and will ask that you correct the problem before you can move on.
Section 2: The Primary Address
This section allows you edit the customers details. These are the details that have been entered by the user via the Settings screen or when they first register for their account. Documents such as the Bills of Lading will show this address.
Section 3: The Billing Address
This section allows you edit the customers details. These are the details that have been entered by the user via the Settings screen or when they first register for their account.
Remember, whether you change section 1, 2 or 3 - none of your changes will take effect until you 'Save and Close'
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