Customer: Edit
Following are the edit options available in the Customer Details page to add or modify customer details. You can also edit the customer details from the Search Results page. Some of these options might not be available depending on your role and application configuration. See, Roles and Permissions Related to CRMS and CSR for additional details.
- Password minimum length is upto 8 characters
- The password must contain all the following letters: upper case character, lower case character, numerical digit, and a special character
- The password cannot contain your first name or last name
- UnenrollThe customer service representative (CSR) can unenroll (that is, close the account for) a customer who no longer wants to be enrolled in the loyalty program. Unenrolling has the following effects:
- The customer is deactivated (that is, status is changed from active to inactive), and is no longer a member of the loyalty program. In addition, if the email option was set to true, it is changed to false.
- The customer no longer accrues points (if applicable) or receives offers.
- The customer cannot sign into My Account anymore.
- Deactivate
Deactivation changes the customer status to inactive, which effectively puts the customer on “hold”. The customers cannot log into their account and cannot accrue any points, although existing points remain on the account, which can be reactivated with no loss of data. Deactivating leaves the Email Opt-In selection untouched.
Example: A client might want to use this option to temporarily disable accounts that are not in good standing (perhaps because a customer did not pay required dues). After the account is back in good standing, the client would reactivate it. Reactivation is the only valid option for a deactivated customer.
Note: Your company has the option to use an Admin setting to reset the point balance to 0 (zero) when the customer account is deactivated. The alternative is to leave balances unchanged by deactivation.