Managing Customer Information for Existing Customers
    • 20 Dec 2023
    • 2 Minutes to read

    Managing Customer Information for Existing Customers


    Article summary

    Edit Customer Information

    If you need to update an existing customer's information, simply click on the customer profile from within the Customer List under Customers in your Helcim Account.

    customer profile form

    Once you have opened the Customer Information screen, you can click through and edit the following fields for Customer Information:

    • Customer Code - This is generated automatically, but you can change it if needed
    • Business Name - The business associated with the customer
    • Contact Name - If the customer's name needs to be updated

    You can also review the customer's Billing and Shipping information to update any fields that are changing including:

    • Billing Contact Name
    • Business Name
    • Street Address
    • City
    • Country
    • State/Province
    • Postal/Zip Code
    • Telephone
    • Fax
    • Email

    Click on Advanced Options at the top of the screen edit additional settings.

    advanced options viewUnder Advanced Options, you can edit the following settings:

    • Tax-Exempt - Specify if the customer is exempt from all taxes, State/Provincial taxes, or Country taxes
    • VAT Number - Applies to some Level 3 Transaction Processing
    • Accepts Marketing - Yes or No
    • Wholesale - Yes or No

    Click Save to apply any changes you've made to the customer's information.

    save button

    Additional Functions

    The customer menu allows you to perform a wide variety of actions including:

    customer overview menu

    Customer Actions

    These functions are all available under the Actions button in the top right-hand corner of your screen.

    customer actions

    Send Activation Email
    If you want to let your customer know that they can access the customer portal, you can send them an email by clicking on Send Activation Emailsend activation drop down menu item

    After you click on Send Activation Email, you will be asked to confirm that you want to perform this action. Click Yes to send the email and No to cancel.Are you sure you want to perform this action pop upYou will see a success message confirming that a new password and activation email has been sent to the customer.success messageLock Account
    If you would like to prevent a customer from being able to access the customer portal, you can lock their account. Click on Lock Account from the Actions menu.lock account menu itemClick Yes to confirm you want to lock the account or No to cancel the action.Are you sure you want to perform this action pop upYou will see a confirmation message that the customer account has been locked.Success customer locked pop upReset Password and Unlock
    If a customer needs to reset their password or you want to unlock their account, click on Reset Password and Unlock from the Actions menu.reset password and unlock menu item

    Click Yes to confirm you want to lock the account or No to cancel the action.are you sure you want to perform this actionYou will see a confirmation message confirming the customer's account has been successfully unlocked and a new password email has been sent to them.success notification


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