How to manage customer information?

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How to edit customer’s contact information?

DelyvaX can be used to update your customer’s contact information.

 

 

 

Steps:

  • Click “Customer” at the left sidebar.
  • Go to “Action(s)” and click on edit icon.
  • Choose “Contact information”.
  • Update the information in the form given.
  • Click “Save”.

 

How to update customer’s bank information?

DelyvaX allows you to update your customer’s information.

 

 

Steps:

  • Click “Customer” at the left sidebar.
  • Go to “Action(s)” and click on edit icon.
  • Choose “Billing & bank information”.
  • Update the information in the form given.
  • Click “Save”.

 

How to select available services?

You can select the available service in the website.

 

 

Steps:

  • Click “Customer” at the left sidebar.
  • Go to “Action(s)” and click on edit icon.
  • Choose “Services”.
  • Tick the services to be include, exclude and select service provider.
  • Click on the blue arrow and the changes will be save.

 

How to make a custom branding?

DelyvaX allows you to make a custom branding.

 

 

Steps:

  • Click “Customer” at the left sidebar.
  • Go to “Action(s)” and click on edit icon.
  • Choose “Custom branding”.
  • Update the information in the form given.
  • Click “Save”.

 

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