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Customers : Relocating Customer email from archived to a new profile

This article contains a step-by-step guide on how to move an email address from an archived customer profile to a newly created profile. This process is crucial in situations where a customer requires a new profile or needs to change the email addres

Step by Step:

Step 1: Begin by navigating to the archived customer profile. This can be done by accessing the ' CUSTOMERS' module in your system and selecting the specific archived customer from the Archived Customers tab.
 
Step 2: Once in the archived customer's profile, proceed to the ' General Info' tab. Here, change the email address that needs to be moved to a dummy placeholder email, such as  member@member1.com. This step is essential to free up the original email address for use in another profile.
 
Step 3: Now, navigate to the customer account where the email address should be transferred. This could involve either creating a new profile for a customer or accessing an existing one.
Step 4: In the new or existing customer profile, go to the ' General Info' tab, similar to the process in the archived profile. Here, add the original email address that was previously replaced with the dummy email.
This guide ensures a smooth transition of email addresses between customer profiles while maintaining the integrity of the account data. For any additional information or clarification, please contact the support team.