How To Handle Customers With The Same Name

Scenarios
  1. You have two customers with the same name and need to identify the accounts individually.
This document assumes the following.
  • You know how to edit a customer account 

Differentiate Your Customers

  • Insert the customer's Middle name.
  • Insert the correct child's name in brackets.

1. Navigate to the Customers tab, and search for the customer,

2. Click the Action Cog against one of your customer's name and select edit

2021-01-07_14.26.43.gif

3. Click Edit on the Customer Profile and make the name changes

4. Don't forget to Save changes

2021-01-07_14.28.58.gif

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.