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How to add the Non-profit tag to a customer

Summary

After creating a customer it is possible add one or more industry tags to customers. Doing so will add the respective products to the catalog.

The Registration field must contain a value. Otherwise the save button will remain greyed out.

Prerequisites

  • An Administrator account on your reseller portal;

  • One or more customers;

Getting started

  1. Login to your reseller portal.

  2. Navigate to your customers by clicking SELECT ORGANIZATION.

  3. Click the name of the customer you wish to add a tag for.

    image-20240115-125751.png

  4. Click the name of the customer once again in the top right of your screen.

    image-20240115-125840.png

  5. Click the pencil icon next to Basic details.

    image-20240115-125923.png

  6. Check the Non-Profit checkbox, fill in the Registration number and click Save.
    Please note the Registration field must contain a value. Otherwise the save button will remain greyed out.

    image-20240115-130049.png
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