Customer icon  Managing Customers:
The Customer List

Choose a topic:

Maintaining customer records

Validating addresses

Assigning sales tax codes

Calculating customer proximity

Assigning customer attributes

Tracking customer source

Managing web IDs

Customer list views

Managing club memberships

Wholesale customers

B

y customers, Λctiv8 Manager means club members, online shoppers (including event-ticket shoppers), and newsletter subscribers. You can also create sales to wholesale customers. Every one of these has an entry in the Customer list, where you can view all of the data associated with each customer.

By opening an individual customer record, you can perform common tasks for managing club memberships, such as setting up gift and prepaid memberships and placing memberships on hold.

The Actions menu

While youʼre viewing the Customer list, Managerʼs Actions menu contains commands to perform the most important customer-related tasks: