Note
You can use our web admin tool to edit contact information of a customer
An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services.
A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer.. For more information, see Customers > Add a Customer Contact.
The only information that can be edited in a customer record is the contact information. To edit contact information in the Commerce Assistant (CA), complete the following:
- In an open customer record that is in view mode, click Edit Contacts. The Edit Contact Information window displays.
- Make the appropriate changes to the customer record. You can set up different contacts for billing, delivery, and licensee issues. Click Enter Different Billing Contact, Enter Different Delivery Contact, or Enter Different Licensee Contact to set them up individually.
Example
If you want to set up a different delivery contact, click Enter Different Delivery Contact. Enter the information in the Delivery Contact tab. If you'd also like to set up a different licensee contact, click the Billing and Licensee Contact tab and click Enter Different Licensee Contact. Enter the information in the Licensee Contact tab.
Note
You can enter non-romanized language information for the user's company name, first name, and last name in the Original tab. If you need a romanized version, click Romanize and the Commerce Assistant automatically translates this information in the Romanized tab. Enter katakana information in the Katakana tab; this is a character set, which helps transcribe foreign words into Japanese.
- You can also update the customer's address.
- You can also update the customer's email and phone numbers.
- Click OK.
- Click Refresh to load the page with the updates.