MX Merchant Ideas

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Add Customer - easy interface for initial entry

Currently, a customer is added with as Individual/Corporation, first name, last name, optin.  Then once saved, the customer screen opens up and the merchant has to go to each tab: address, contact, account vault, etc to complete the customer profile.  Could there be an easy one page screen that pops up to capture all customer information upon initial entry.  Also helpful to have a one page view of all customer info rather than tabs - could be a pop-up from customer page.

  • Jennifer Autian
  • Jan 19 2017
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