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Customer Management
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- How can customers sign up for new arrival notifications? Click on 'New Arrival Notification' under the 'List' heading in the Control Panel menu. In the 'Settings' tab, change 'Enable Sign Up' to 'Yes.' Then, select how often, which day…
- How can I help a customer verify their account? In an ongoing effort to improve security across all of its websites, Bibliopolis now requires a new user to verify their email before their customer account is made active (they…
- How do I add a customer to the email list? 1) Click 'Customer Reports' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Search for your customer & click the 'Submit' button. 4) Find your customer in the search…
- How do I delete a customer's new arrival signup? 1) Click 'New Arrival Sign Ups' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Search for your customer and click the 'Submit' button. 4) Scroll down & click the…
- How do I edit a customer's want list? 1) Click 'Want List Reports' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Leave the search bar blank to view all customers want lists or search for a specific…
- How do I edit an existing customer's billing and shipping address? 1) Click 'Customer Reports' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Search for your customer & click the 'Submit' button. 4) Find your customer in the search…
- How do I make a customer tax exempt? If the customer has an account, you can set them to be tax exempt. First, go to 'Customer Reports' to search for the customer's account. Then, select 'Edit.' On the edit screen…
- How do I reset a customer's password? 1) Click 'Customer Reports' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Search for your customer & click the 'Submit' button. 4) Find your customer in the search…
- How do I see a customer's order history? 1) Click 'Order Reports' under the 'Reports' heading of the 'Control Panel'. 2) Select 'Everything' from the first drop-down menu. 3 & 4) Search for your customer and click the…
- How do I view all the customers' want lists? 1) Click 'Want List Reports' under the 'Reports' heading of the 'Control Panel'. 2 & 3) Leave the search bar blank to view all customers want lists or search for a specific…
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