Updating a Customer Record

by ONELIVE Webmaster

Once you receive communication from a customer asking to update their information through Desk, LiveChat or on a phone call here is the process you need to refer to for this type of situation. This can also be used to Search for a Customer in Titan.

Search for Customer

  1. Click the Customers Tab at the top of the page in TITAN.
  2. Input the Customer’s Info
  3. First and/or Last Name (You can check the box next to these lines to do an exact search)
  4. Email they are currently using if known
  5. Business Name
  6. Keyword
  7. City, State and Zip
  8. Phone Number
  9. Once the info is input correctly Click Search.
  10. The page will refresh and below will be a list of customers matching the search parameters.

Edit/Update Customer Record

  1. Click the email link or Edit of the customer you are either looking for or needing update.
  2. On this page you will be able to View and Update everything connected to this Customer.
  3. To Update the customers name, email, and phone number
  4. Click General Information tab in the menu on the left side of the page. NOTE: If changing more than one item you may make all requested changes.
  5. Click Save.

Update Customer Address

  1. Click the Addresses Tab on menu on the left side of the page.
  2. Click Edit address or Delete address as requested by the customer.
  3. From the Pop-Up, Click Save Address.
  4. To Add a new address, Click Create New Address at the top left corner above the first address listed.
  5. Complete the information on the Pop-Up, Click Save Address.

View Customer Orders

  1. Click the Orders tab in the Menu on the left side of the page.
  2. Click the Order Number or Name in the Order Row to View Order details.
Back to Customers