You can view and make modifications to existing members and customers (guest orders) through the Members tab of Lab 50.
Accessing an Existing Account:
To view/modify an existing user, search for the customer by entering one or more of the following available fields into the search box
- First Name
- Last Name
- Email Address
- Company
- Customer Number (optional)
- Nickname
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The search index will work with partial-word matches, however the match must come at the beginning of the word. For example, searching for a customer Jenny Jones (jjones@gmail.com), with the following terms: |
jen
gmail.comOnce you have located the account you would like to modify, double-click on the listing to access the member's settings. Under the Product Credits tab, you can add/edit/remove product credits for this particular member account.
Viewing Account Details:
Once you have found the account you would like to modify, you can double-click on the member to access the member's settings or highlight the account and click the Open the selected member option on the left panel.
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Once you are in the account details page, you can perform the following tasks:
- Edit the customer contact information
- Change the start date for a membership plan
- Change the membership plan associated with the customer
- View and/or change the member's login password
- Add product credits to the account
- Modify the credit entry
- Delete the credit entry
- Add dollar amount credits to the account
- Modify the dollar amount credit entry