CUSTOMERS
Customers
Every customer is a Contact in your Salesforce instance. But every Contact in your Salesforce instance is not a customer.
Here you can create Customer Groups.
You may filter the list on Customer Name, Email, Customer Group, IP Address or Date Added.
Click the “+ ADD” button to add a new Customer. You may also select “Edit” from the Action list to edit existing Customers.
Click “Add Address +” from the section on the left to include the address for the contact.
Customer Group – Add Customer Group name.
First name – Enter customer first name.
Last Name – Enter customer last name.
Email – Enter customer email address.
Telephone – Enter customer telephone number.
Other
Status – Allows customer to login.
Mapping Settings
Contact
Select the Radio Button to Create a New Contact or add to an existing Contact.
Customer Groups
Click the “+ ADD” button to create a new Customer Group, or from the Action list select “Edit” to edit an existing Customer Group or select Delete.
Customer Group Name – Name of the Customer Group you are creating.
Description – Description of this Customer Group.
Sort Order – Enter the position of the Attribute in the group list. The list begins with the lowest number.
Approve New Customers – You may set to Manual to screen customers before approval or set to Automatic, so all customers are approved for the Patron Portal
Customer Approvals
If Customer Groups > Approve New Customers is set to manual, when a new customer processes a transaction they will be listed here. Under “Action” select to Approve the customer.