Creating Active Customer Account

Procedure

  1. Click the Support tab in CRMS to open the CSR tool.
  2. Click Add New Customer in the upper-right of the page.
  3. Select the Add a New Non-Member Customer option.
    This opens the New Un-Enrolled Information dialog.
  4. Enter information about the new un-enrolled or active customer.
    Note: Email Opt-in and Opt-out applies to promotional emails and not targeted offers.
  5. Click Create.

    Enrolled customers are full loyalty program members. You can convert (enroll) an existing active customer into an enrolled customer by using the Enroll option in the Customer Details page for an existing active customer if you are an Administrator and not CSR Administrator. However, if you do not currently have a loyalty program, you can still have enrolled customers.