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Use this screen to add a new address to a customer’s details. Click Customer Details and fill in...
Adding an Order From a New CustomerHBJamaica Shopping cart allows you to add orders for a customer. You may want to do this if your...
Adding and Editing CustomersTo add a customer to your store’s database, click Customers > Add a customer. To edit a...
Advanced Customer SearchTo perform an advanced search of your store’s customer list, click Customers > Search...
Creating Customer GroupsTo create a customer group: 1 Click Customers > Customer groups. 2 Click Create a customer...
Customer Address BookUse this tab to view, edit and add addresses to a customer’s details. Note: You must first...
Customer DetailsUse this tab to configure a customer’s personal details, and the email address and password used...
Customer GroupsCustomer groups allow you to extend special privileges to customers you place in the group. When...
Customers OverviewThis section explains how to use the Customers menu in the navigation bar. The Customers Menu...
Exporting Customers’ DetailsTo export your store’s customer list to a CSV (Comma-Separated Values) or XML (eXtensible Markup...
Importing CustomersThe shopping cart allows you to import customer details from a CSV (Comma-Separated Values) file....
Quick Customer SearchUse the Search function in the Customers > View customers screen to search your store’s...
Searching Customer RecordsYou can search your store’s customer list in two ways: • Quick customer search: use the search...
Viewing and Managing CustomersTo view or manage existing customers of your store, click Customers in the navigation bar. Select...
Viewing NotesYou can add notes to a customer record in the shopping cart. These notes can then be read by...
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