Below briefly describes the steps to maintain customer profile via Backend CMS.  For detail operation, please refer to the section ‘Detail Operation Guide’.

 

Step

Description

Via

1

Choose function ‘Customers’ -> ‘Customer’

Backend CMS

2

If want to add new customer, click button ‘Actions’ -> ‘Add Customer’;

 If want to modify customer’s information, click button ‘View’ in the row of the customer

Backend CMS

3

Enter or change customer’s information

Backend CMS

4

Click button ‘Add’ to create new customer record, or click button ‘Update’ to confirm change

Backend CMS

 

 

Detail Operation Guide

  

How to Maintain Customer Profile

 


In left side’s Function Option Menu, choose function ‘Customers’ -> ‘Customer’ to display Customer Management Screen.

 

If want to add new customer, click button ‘Actions’ -> ‘Add Customer’.   If want to modify existing customer’s information, then click button ‘View’ in the row of the customer.


Click ‘Export Excel’ to export a Customer Profile Information List in csv format.


 

Customer Detail Information

 

After entering Customer Details Screen shown below, user can either enter customer information, and click button ‘Add’ to create new customer; or modify existing information, then click button ‘Update’ to confirm change.

 


Customer Details Screen – Input Fields

 

Field                                         Description

Merchant Name                        Merchant name, for display only.

Membership                              Assign membership group for the customer.

Member ID                               Assign member ID for the customer.

Join Date                                  Assign join date of the customer, default is the date of downloading the first coupon.

Name                                        The first name of customer.

Last Name                                The last name of customer.

User Name                                This field is obsoleted.

Email                                        The email address of customer. This is mandatory field. 

Country                                    The country that customer lives in.

Address                                    The address of customer.

Mobile                                      The mobile number of customer.

Date Of Birth                            The date of birth of customer.

Gender                                      The gender of customer.

Reference No                           Reference number for internal use.

Image                                        For merchant uploading photo of customer.

Custom Data                            This field is for system integration use.

Status                                        Set whether the customer record is in effect.

 


Seek Support from Mezzofy

 

If encountering any problem when using Mezzofy Platform, please send email to support@mezzofy.comMezzofy support team will follow up asap.

 

User please state ‘Mezzofy Platform Usage Problem’ in the subject title, state the registered merchant name and login email address in the content, and detail describes the problem encountered.