This article describes how to change an existing customer's email address and / or phone number in Mission Control and have it updated within the POS simultaneously.
The adjustments only work one way when implemented in Mission Control to show in TREEZ or GREENLINE POS. To update customer email address and / or phone number, please update in Mission Control.
In order to be able to update an existing customer's email address, access Mission Control and access the Customer tab from the left hand margin. To open up a customer's profile, simply click anywhere on the row of the customer profile:
Once clicked on the customer row and opened up the customer profile, the below customer profile details can be seen:
Change a customer's email address in Mission Control
Inside the customer's profile, click on the edit icon next to EMAIL:
On the CHANGE EMAIL ADDRESS window, update the relevant customer's email address. Make sure to click the blue SAVE icon to confirm and save all applied changes:
Change a customer's phone number in Mission Control
Inside the customer's profile, click on the edit icon next to PHONE:
On the CHANGE PHONE NUMBER window, update the relevant customer's phone number. Make sure to click the blue SAVE icon to confirm and save all applied changes:
Potential error message during the update process
In case a customer profile is to be updated with an email address or a phone number that already exists under another customer's profile, the system will create an error message:
If one of these errors as displayed in the screenshots above occur during the email address and / or phone number updating process, the issue can be sorted by going into the customer tab in the relevant POS, search for the email address or phone number that cannot be saved in Mission Control,
and delete the duplicate customer's email address and / or phone number directly in the customer's profile within the POS, or replace the email address / phone number with a generic/random one.
Make sure you SAVE the changes at the very bottom of the customer's profile page in the POS
Once the email address and / or phone number have been deleted or replaced by a generic / fake email address / phone number within the POS, the customer's profile can be updated in Mission Control as described above.
Visibility within GREENLINE POS integrated ECOM
As soon as changes on a customer's phone number and / or email address have been confirmed and saved by clicking on the SAVE icon on the relevant adjustment window, the changes will reflect immediately in the GREENLINE POS.
Within the GREENLINE POS, simply click on the Customers tab from the left hand margin, and from the drop down menu select Customers list to access all customer profiles within the POS. The phone number and / or email address adjusted within Mission Control will synchronize right away to the customer's entry in GREENLINE POS:
Visibility within TREEZ POS
Upon updating the email or phone number in Mission Control and clicking "SAVE", the associated customer in each Treez instance connected to your Ecom store group will update.
You can confirm this update by using the Treez customer tab to find the new contact information and action log history as shown below.
