Moving an Email Address from an Archived Customer Profile to a New Profile

Moving an Email Address from an Archived Customer Profile to a New Profile

Article Contents:

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 address of an existing account. It is important to note that currently, email addresses can only be associated with one profile at a time.

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.

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