Update Email info in CustomerConnect from Counterpoint
Often, our customers change their emails or opt-out when visiting our store. Our clerks update this info in CP, but do not realize this doesn't always update CC. If an email is deleted or modified in CP, it should properly update CC, so we can maintain data integrity.
Holly in Buffalo, NY
shared this idea
If you change a customer’s email address in CP, opt out or opt in a customer this info is updated in CC after the data sync occurs between the 2 products. If you’re having data sync issues, this would explain why CC’s data is outdated. Check the Upload Status on the CC Dashboard for to see if you have a data sync problem and for additional information. If your data syncs are good and you’re still seeing issues, contact support for assistance. Support’s email adderss is customerconnectsupport@radiantsystems.com.
FYI – CC does not remove email addresses that have been deleted in CP. If a user would like to unsubscribe please opt them out instead of deleting the email address.
1 comment
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Shane Taylor
commented
Wait, I thought if you changed an email in CP for a Customer, that data was also changed in CC at the next synchronization. Is that NOT the case?