Tutorial - "Place Order as a Customer"

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.
Find a Customer

Searchable fields are those in the white area, NOT the purple / blue area.

Click Clear Form, 4th button in the row.
Fill in the field you wish to search; Example: Contact Name: Doe
Click Find Record, 5th button, circled in red.

A window pops up, showing all the records with "Doe" in the name field.
Record Count = shows the total number of records matching that criteria.

Click load by a record to load it into the admin page for review or editing.
The selected record now fills the fields of the Admin page.
In the Goto dropdown box, circled in blue, choose browser.asp
Click Place Order As Jane Marie Doe, circled in red.

The website shopping pages now display and you are logged in as Jane Marie Doe.
Buy items and proceed to Checkout.

The Basket shows: "You are logged in as Jane Marie Doe. If you are not Jane Marie Doe, then please click here."

Use Instant Checkout if using information and credit card previously used:
Choose the appropriate card from the dropdown box.
Click Instant Checkout, circled in red.

Note: To use new information or credit card, use Continue Checkout.
Enter the new information for Shipping or Billing; Continue Checkout.

More information: call center order placing operations
More Relevant Links:
Add a Customer Change a Record Find a Customer
Place Order As a Customer Customer Admin Log In to Admin