Helcim helps organize your customer list by automatically assigning a unique Customer Code (like CST1001) to each new profile you add. Think of it as an internal account number.
Before adding customers, you can quickly customize the format of these codes – it's an optional step to tailor this organizational tool to your preference!
In this article
Finding your Customer Code settings
The settings related to Customer Codes are found under the main Settings area of your Helcim account.
Click on Settings from the All Tools menu.
Under the Customer Settings column, click on Customer Settings.
Understanding Customer Codes
Helcim automatically assigns a unique Customer Code to each new customer profile (like CST1001, CST1002). This code is used throughout the platform to identify the customer and link their contact info, payment methods, transaction history, and invoices, keeping everything neatly organized.
Customizing the Customer Code format
The Customer Settings page lets you change the default format for these automatically generated codes.
You'll see these fields:
Prefix: The letters that appear before the number (Default is CST). You could change this to match your business initials (e.g., ABC).
Starting Number: The number the sequence will begin with for your first customer added (Default is 1000).
Number Length: The total number of digits in the numerical part of the code.
You can leave the default settings as they are (many businesses do!), or adjust them to your preference.
If you make changes, click the Save button in the top right corner.
Next steps
Once you've reviewed these settings, you're ready to start building your customer list! Learn how in the next article:
FAQs
Do I have to change my Customer Code settings?
Not at all! The default Customer Code format works perfectly well for organization. You only need to change the settings if you have a specific preference for the prefix or numbering sequence used.
What is a Customer Code used for?
It's a unique internal code Helcim uses to track everything related to that specific customer, like their contact info, saved payment methods, transaction history, and invoices. It helps keep everything organized and linked correctly.
Can I change a Customer Code later?
Yes, even if you leave the automatic settings as default, you can still manually edit the Customer Code field directly within an individual customer's profile later on if you need to assign a specific code.