Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Use these instructions when a customer has been blocked and you wish to unblock a customer.
| Warning |
|---|
Blocked accounts are restricted from making transactions with ALL affiliates. In general, this should be limited to extreme cases and fraud - prior to unblocking an account, check the account notes to determine why the customer was blocked. It may be necessary to contact the user that blocked the customer to confirm that the customer should be unblocked. |
How to Unblock a Customer
From the Customer Service ribbon, navigate to Customer Search
Search for the customer that you want to unblock
- Select Unblock Customer (This option is available by right-click or via the ellipsis icon)
- A dialog box will appear to confirm that it is OK to unblock the customer, select Yes
| Info |
|---|
After unblocking an account, make sure to note the account for other users as to reason for unblocking the customer. If you are only temporarily unblocking the customer and want to block them again after you make a transaction, go here for instructions on how to block them again. |