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Request Card by Email from a Single Customer from Customer Record

 

1. From your computer, log into the Web Dashboard.

Login.png

 

 

2. Click on Customers on the left navigation.

01-Customer.png

 

 

3. Click on the name of the customer you want to request a card from.

02-CustomerList.png

 

 

4. Click on Request Card button.

03-CustomerRecord.png

 

5. Click on Send.

04-Form.png

 

 

6. Close the window.

05-Sent.png

 

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