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Section one contains fields for enter general information about your customer, Check Boxes to indicate what options you want them to be allowed included pricing tiers, shipper account numbers, and Order/Quote History. QuickBooks fields only appear if you have configured UltraBooks (export to QuickBooks) on your account.
The second part of the form (below) covers Additional CC Emails, Uploads and Reviews.
Edit Customer Profiles
Clicking manage provides a searchable list of all the created customer profiles. This includes both those created by customers as they order, profiles you've entered manually, wholesale signup and customer assigned to pricing tiers.
A button is provided to the Left of each customer name to allow you to Edit the customers information. The customer profile screen will appear with all the existing information in place for you to edit.
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The "Send Password Notice" allows for the configuration of a email template to be used in conjunction with mass updating of customer profile passwords. This may be used, for example, after importing customer profiles from a external system.
Settings
This is the page where you can enable or require Customer Profiles for the checkout process. the Settings page also allows for the configuration of the "My Account" customer portal as well as wholesale (pricing tier) sign up and the assignment of override URLs to the wholesale signup and login in links.
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