Customer Management

Overview

Customers may be searched and added using the links available in the Customers tab of Freestone™ Client Administration. Adding and finding customers can be completed in a few simple steps, outlined in the next section.

Adding a Customer

The following steps will assist you in adding a new customer.

  1. Log in to your Freestone™ Client Administration portal using the username and password provided by Peach New Media.
  2. Open the Customers tab in the top navigation bar.
  3. Navigate to the Customer Links pane on the left side of your screen, and select Add New Customer.

Top Navigation Screenshot

 

  1. Complete the fields in the Add Customer popup, shown below. When you have completed the fields, click the gray save button.

  1. A new window will open, allowing you to see the customer’s contact information as well as previous orders and current association membership.
  1. ​If you use Credit Reporting Organizations (CRO), add the customer’s membership by clicking the Add a Reporting Org. link. Select the organization from the dropdown menu, and then enter the membership ID if applicable. Reporting organization information will be added in the details column, where you may click the gray X button to delete current memberships.

  1. To see the customer’s account through their eyes, click the Assume User link. 
  2. To reset a password for a non-integrated account, click the Reset Password link. 
  3. You may also add membership to your association by clicking the Add Membership link. If your association uses multi-level memberships, a dropdown menu with options will appear.
  4. To create a new order from this page, click the New Order link.

 

Searching for a Customer

  1. Log in to your Freestone™ Client Administration portal using the username and password provided by Peach New Media.
  2. Open the Customers tab in the top navigation bar.
  3. Navigate to the Customer Links pane on the left side of your screen, and select Find a Customer.

Top Navigation Screenshot

 

  1. Enter a search term in the Customer Search popup. You may search by first and/or last name, as well as by email address.

  1. A new popup will open, showing the results of your search.

  1. Select the customer name to see additional information, including the customer’s contact information, previous orders and current association membership.
    1. ​If you use Credit Reporting Organizations (CRO), add the customer’s membership by clicking the Add a Reporting Org. link. Select the organization from the dropdown menu, and then enter the membership ID if applicable. Reporting organization information will be added in the details column, where you may click the gray X​ button to delete current memberships.
    2. To see the customer’s account through their eyes, click the Assume User link.
    3. To reset a password for a non-integrated account, click the Reset Password link.
    4. You may also add membership to your association by clicking the Add Membership link. If your association uses multi-level memberships, a dropdown menu with options will appear.
    5. To create a new order from this page, click the New Order link.

Editing a Customer

There are two ways to access the screen that allows you to edit a customer. You may:

  1. Select the customer’s order through the Order List on the main page of the Customers tab in Freestone™ Client Admin, and then select the customer’s name from the Customer Details pane.
  2. Search for the customer using the steps outlined here.

Managing a Customer’s CE Credit

Some users will have access to CE Credit information on individual customers.

  1. Search for the customer for which you’d like to submit or disable credit, or download a certificate of completion by following the steps here.
  2. Scroll to the CE Credit section to view the customer’s credit list. The table is automatically sorted by purchase date.

  1. You’ll be able to view the seminar name, the status of the credit submission, the date it was purchased, and when the customer completed the course. The Actions column allows you to Submit Credit or Disable Credit​.
    1. The Submit Credit link allows you to certify the customer has completed the program, and provide a certificate of completion.
    2. The Disable Credit button removes the ability for the customer to submit credit. When credit has been disabled, you’ll have the option to Re-enable Credit in the Actions column.
  2. Once you have submitted credit for the customer, the Actions column will change, as seen below. Any certificates available, generic or custom, will be available to open in PDF format. The customer will also be able to download certificates in the credit section of their classroom.

Quick Tips

When working with customers, remember the following:

  • To delete a customer, contact your Account Manager
  • You will receive an error message if an email address is reused when inputting a new customer
  • Customer information may be edited by clicking on the Order ID and through the customer search
  • The Add or Remove Membership button will only adjust membership to your organization
  • Passwords are automatically reset to “impact”
  • Only some users will have access to CE Credit; if you’d like more information, please contact your AD