How to add customer information?

Article author
Support Team
  • Updated

Operating Procedures:

Enter Merchant Portal > Customers > Settings

 

Follow this guide to add customer information:

Step 1

Login to your Yamimeal Merchant Portal

 

Step 2

Click on "Customers" followed by "Settings"

ecrm_1_en.png

 

Step 3

Click "+Add"

Note: "Name, Dietary Preferences, Hometown" are the default built-in items provided by the system, and do not support modification or deletion

ecrm_2_en.png

 

Step 4

Select "Input Type" according to the properties of the information field and set the "Field Name", then click "Submit" to save

ecrm_3_en.png

 

Step 5

After submission, it will be displayed in the list. Click again to "Modify" or drag to the right and click "Delete" for deletion

ecrm_4_en.png

 

Step 6

Click "Customer's List" and select the customer that you want to edit

ecrm_5_en.png

 

Step 7

After entering the Customer's profile page, click "Edit" to modify the customer's information

ecrm_6_en.png

 

If you need further assistance, please feel free to submit your request to Yamimeal Care Team through our Help Center and we will contact you as soon as possible.

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