Customer Management

How do I search for an existing customer?
What information can be used during a search?   Searching for an existing customer record can be performed using any of the following pieces of informati...
Fri, 2 Oct, 2020 at 2:59 PM
How do I update an existing delivery address?
To update an existing delivery address, an Agent needs to perform the following steps: Select the relevant address from the Customer Details Page and cl...
Tue, 18 Feb, 2020 at 8:26 AM
How do I add a new delivery address?
Recommended Approach: To create a new address using the recommended approach of performing a GPS look-up of the customer address, the following steps sho...
Tue, 18 Feb, 2020 at 8:26 AM
How do I update an existing customer record?
To update an existing customer record an Agent needs to perform the following steps: Navigate to the appropriate Switchboard brand portal in a web brows...
Fri, 2 Oct, 2020 at 3:01 PM
How do I create a new customer record?
To create a new customer record an Agent needs to perform the following steps: Navigate to the appropriate Switchboard brand portal in a web browser and...
Fri, 2 Oct, 2020 at 3:02 PM