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Customer Accounts

Last Updated: Feb 05, 2013 04:03PM EST

Customer Accounts Function:

In this article we will discuss the purpose of your Customer Accounts function. Using this feature, you will be able to keep track of all of the customers that have registered on your website. You will also be able to manually register new customers who may need help with the process. To watch a video tutorial on this feature, go to the IGA Coca-Cola Institute and enroll in the IGALink online course.

You will find this section on your Administration page in the Customer Relationships box.

When you select the Customer Accounts function, you will be taken to the Customer Account Administration Index depicted below:

Notice the purple Tip boxes that explain the function of your two options in the index. You may either add new customer accounts or search for an existing account.

If you wish to add a customer account, select that function and you will be taken to the following page:

Simply fill in the required information and select the grey "Add Customer Account" button to complete the process.

If you wish to search your existing customer accounts, select that function and you will be taken to the page below:

Here you are given a variety of ways to search for accounts. SImply choose the method by which you would like to search and select one of the two grey "Search Accounts" buttons depicted above.

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