Tutorials - "Add a Customer"

Log In
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

Customer Admin Page
Find: 1st dropdown box People, circled in red; select Customers.
Note: This is your Contact Manager.

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.
  1. Find Records, the 5th button, is the most frequently used button.
  2. Save Information when making a change to an existing customer.
  3. Add Record when adding a new record to the database.
  4. Clear Form clears the form and gives you a blank form.
  5. Do not use Delete without a total understanding of the ramifications.
    Note: Everything is linked in the database, and deleting can be very dangerous to the company database and record-keeping.

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
Password Recovery
on the Log In page is the easy way for a customer to retrieve a forgotten password! Recommend Password Recovery first!

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.

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.
Fill in Country for International customers.
Fill in Phone and E-mail.
Fill in Username and Password, each 7-20 alphanumeric characters long.
Mandatory fields are highlighted in yellow below.
Check information for accuracy.

Click Add Record, circled in red.

Record has been added now appears at the top of the screen.
CustomerID, circled in red, has now been assigned.

More Relevant Links:
Add a Customer Change a Record Find a Customer
Place Order As a Customer Customer Admin Log In to Admin