| Tutorials - "Add a Customer"
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| Enter: | Username and Password |
| Note: | Uncheck "Hide Password" to see and catch any typos! |
| Enter: | The five-letter Captcha code in UPPERCASE |
| Note: | Code is 5 capital letters, not zeros, ones, or small L's. |
| Click: | Log-in |
See also: Admin login manual pages |
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| Customer Admin Page |
| Find: | 1st dropdown box People, circled in red; select Customers. |
| Note: | This is your Contact Manager. |
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SendSafe Customers, circled in red, appears at the top of the page. The 5 most used buttons are in a row under the top row of dropdowns.
Help, circled in red, found beside each field, links to terrific online help. Username circled in red, is visible and is a searchable field. Password is not visible but you can modify it for a customer; however READ SID and WRITE SID, highlighted in red are security IDs. Superuser appears here if the person is a Company or CPrompt staff member authorized to access Admin; otherwise, the field appears blank. |
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| Add a Customer |
Customers are added to the database as they purchase from your e-store. You can also added a customer in the SendSafe Customers Page. Click: Clear Form, 4th button in the row. Skip CustomerID; the database assigns an ID when the record is added. Fill in each field from Company through Zip for a US customer. Click Add Record, circled in red. |
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Record has been added now appears at the top of the screen. |
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| More Relevant Links: | ||
| Add a Customer | Change a Record | Find a Customer |
| Place Order As a Customer | Customer Admin | Log In to Admin |