Chapter 4 : Managing Customers

• All Customers
• Viewing Customer List
• Creating Customer Account
• Viewing Customer Detail
• Disable Customer Account
• Deleting Customer Account
• Download Customer Data
• Edit Profile Information
• Verify Bank Account
• Bank Verification
• Bank Account Verification

All Customers

To manage Customer's account

Viewing Customer List

To view customer List:

1. Click Customer
2. Click All Customers
3. All the Customer List will be display as below:

Creating Customer Account

There are 2 way to create customer account which is by Admin or by customer registration by themself.

Option 1 : Customer registration from Official Meem's website.

1. Click Register
2. Fill up the form as below. All the * column is mandatory 
3. After fill up the required field, Click box to give consent to all the policies  and Click Agree & Continue
4. The registration is done, customer will receive an email as validation and after that, customer can use the system after log in using username and password chosen from the registration form.

Option 2 : Registration by Admin

1. Go to Customer
2. Click All Customer
3. Click + to add the customer manually
4. Fill up all the details needed in Add Customer Pages. All the * column is mandatory 
5. Click Submit. User can already access Meem's pages by using email and password given during registration.

Viewing Customer Detail

To view customer detail, Click on Customer Name.

There are 6 tabs in customer detail.

i) Customer

ii) Orders

iii) GWA

iv) Transactions

v) Incentives & Bonuses

vi) Audit Trail

Disable Customer Account

To Disable Customer Account:

1. Click Menu, Click Disable Account.
   
2. The Confirmation pop up will appear. Click OK.  

   

3. The notification customer account has been disabled will appear. Click OK.
4. The Customer Status will change to Inactive.

 

 

Deleting Customer Account

Download Customer Data

 

1. Click All Customer

   

2.  

   Click

3. Download Customer Data will appear. Select the required information needed which is Group, Account type and State, and also select either Format needed is csv or Excel. 

4. Click Download.

   

5. The data will be download automatically.

Edit Profile Information

To edit customer profile information,

1. Click Menu
2. Click Edit

   

3. Edit Customer page will appear. Changes the required information needed, then click Submit.
4. The profile will be change.

Verify Bank Account

To verify Bank Account Verification,

1. Click Customers
2. Click Bank Verification. The list of Pending Bank Account Verification will appear.
3. Click Customer Name (Highlighted in blue). The customer Profile will appear.
4. Admin can check Bank Account Verification Attachment to validate the customer's bank account detail by click on Bank Account Verification Attachment.
5. Click Approve to proceed.
6. Confirmation pop up will appear. Click OK. End the process with pop up Bank account detail approved, click Close.

 

Bank Verification

To explain how admin manage bank verification for customer

Bank Account Verification

To verify Bank Account Verification,

1. Click Customers
2. Click Bank Verification. The list of Pending Bank Account Verification will appear.
3. Click Customer Name (Highlighted in blue). The customer Profile will appear.
4. Admin can check Bank Account Verification Attachment to validate the customer's bank account detail by click on Bank Account Verification Attachment.
5. Click Approve to proceed.
6. Confirmation pop up will appear. Click OK. End the process with pop up Bank account detail approved, click Close.