Configure alerts for Customer Users
How do I configure alerts for Customer Users? Go to Customers →Users. Find the Customer User and click on (Pencil) to edit...
Add files to Customer Locations
How do I add files to Customer Locations? Go to Customers →Locations. Find your Location and click on (Pencil) to edit it....
Set avatars for Customers and Customer Users
How do I set a Customer avatar? Go to Customers →Profiles. Find your Customer and click on (Pencil) to edit it. On...
Understand the Customers section
Customers section overview Navigate to the Customers section on the Relay left navigation panel. NOTE: some of the functionality described...
Add or import Customers
How do I add a Customer to Relay? A Customer is also known as a member or merchant. NOTE: a...