Managing Customer Accounts
You can manage customer accounts using the following tasks:
If you want to... | Then do the following... | |
---|---|---|
Navigate to the customer’s information hub. |
|
|
Make changes to the customer profile. |
|
|
Make changes to the customer’s social media information. |
You cannot add customer
social media information without receiving explicit permission.
|
|
Add or view manager notes about the customer. |
|
|
Transfer an account. |
Account transfers let customers
maintain their data across different cards, such as when they lose
their card or replace it for any reason.
|
|
Issue a request to replace the customer’s card. |
|
|
Change the customer’s loyalty program level. |
|
|
Close or reopen the customer’s account. |
|
|
Review changes to the customer profile by the customer in myicard.net. |
|
|
Unlock account |
|
Parent topic: Customer Account Administration