Customers

Call Center: Access the "OMS Customer" Table
The “OMS Customer” table includes all customers in Infoplus. From this table, you can create new customers, view and edit existing customers, and merge cu...
Mon, 27 Apr, 2015 at 12:30 PM
Call Center: Search for (View) a Customer
Two methods in which to search for a customer: Enter a keyword (i.e., last name) into the Quick Search field at the top of any window. This field...
Mon, 27 Apr, 2015 at 12:30 PM
Call Center: Create a New Customer
Access the “OMS Customer” table. See Access the "OMS Customer" Table for help. Click the Create New button in the top right. The &...
Mon, 27 Apr, 2015 at 12:30 PM
Call Center: Edit a Customer
Access the customer to be edited. Two methods: - In the “OMS Customer” table, rest your mouse on the record, click the double arrows at the end of...
Mon, 27 Apr, 2015 at 12:30 PM
Call Center: Merge Customers
Merging customers is a process in Infoplus where two or more customer records are merged into one priority customer. This combines all previous ship to ad...
Mon, 27 Apr, 2015 at 12:30 PM