Creating a Customer Log in Account from the Admin Portal
In the Administrator portal, you are able to set up a customer log in account on a customer's behalf. Customer log in accounts provide a way to group all orders and information under the contact information of a specific customer.
1. Navigate into your department.
2. On the left side menu, go to Customer Relationship Management → CREATE CUSTOMER ACCOUNT.
3. Fill out the form for the customer.
With the checkbox at the end of the form, you can choose to send them the notification of account creation, and a reset password.
4. Click CREATE NOW.
And you're done! You can now find this customer account within the Customer Search Tool and in the Point of Sale tool.
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