How to update Your Records
Posted by Grace - Encirca on 28 October 2014 12:35 PM
Here are the three sets of procedures to update your customer records.
2) Go to CONTACTS->MODIFY/QUERY CONTACT
3) Enter the contact handle name (example: ENCIRCA-xxxx)
4) Select query
5) Select modify
6) Make appropriate updates and changes
a. IF YOU ARE TO CHANGE THE NAME, ORGANIZATION AND EMAIL ADDRESS, THERE IS AN OPTION TO UNCHECK BELOW.
Uncheck if you want to remove the lock. Then the old registrant will receive an email with the link and pin. Once request is confirmed, the gaining registrant will receive another email with pin. Once completed, the contact data will be updated.
7) Enter your password in the “Secret Key Word” field
8) Select continue
9) Select confirm
Updating the customer records:
2.) Under ‘Customer Record’, click ‘Modify Customer’, then enter your customer handle (CUST-xxxx).
3.) Enter the new email address, password, and put “Y” in the Registration Agreement field, then submit and commit.
2.) Update the info (ship and billing info)
3.) Hit Save