Our mission at Helcim is to help empower your business through education and powerful business tools. We’re proud of the software and tools that we’ve built, and everything has been designed to help your business do more and do it all from one, single platform.
The Helcim Gurus have put together a series of Helcim Tutorials to help you simplify your experience within Helcim Commerce. You can follow along with the Gurus as they walk you through different features and functions that can help you get the most out of your partnership with Helcim, resulting in your business running as smoothly as possible and being able to do more than you thought possible.
Helcim’s Customer Manager collects and securely stores all your customer data in one central place, making it easy to manage your customers and update their information. In this tutorial, Ridwan, one of the Gurus at Helcim, will be walking you through adding, removing, updating, and modifying customer information within Helcim’s Customer Manager.
Follow along with Ridwan to see how easy it is to manage customer information within your Helcim account. You can find additional information on adding or removing a customer in the Support section of our website.
In an overview of Customer Management Part 2, Ridwan reviews how to process customer payments, as well as how to leave notes, customize email notifications, and merge, search for, and import customers in the Helcim customer manager.
We hope that you found this helpful, please let us know if there are any features or processes that you’d like to see covered by the Helcim Gurus in a future tutorial. Also, be sure to subscribe to the Helcim Newsletter to receive weekly tutorials along with important updates, insightful articles, and payment processing resources that matter to you.