Actions Menu

The actions menu at the top of the Customer Dashboard provides access to several tasks associated with customer management.

Figure 4-4 Actions Menu

• Alternate Keys – Displays the Alternate Keys window for the customer displayed in the Customer Dashboard. See: Alternate Keys

• Associate Assignment – Displays the Associate Assignment window for the customer displayed in the Customer Dashboard. See: Associate Assignment

• Franchisee Assignment - Displays the Franchisee Assignment window for the customer displayed in the Customer Dashboard. This option is only displayed if the associate has access to at least one franchisee. See: Franchisee Assignment

• Merge - Displays the Customer Merge window for the customer displayed in the Customer Dashboard. See: Merge

• Preference Center - Displays the Preference Center window for the customer displayed in the Customer Dashboard. See: Preference Center

• Promotion History - Displays the Promotion History window for the customer displayed in the Customer Dashboard. See: Promotion History

• Registries – Displays the Registries window for the customer displayed in the Customer Dashboard. See: Registries

• Security Groups Assignment. Provides the ability to assign or unassign a Security Group to a customer, so that customer details will be protected based on the privileges for the assigned security group. See: Security Groups Assignment

• Tasks - Displays the Customer Tasks window for the customer displayed in the Customer Dashboard. See: Tasks