{"id":194,"date":"2021-03-29T01:31:19","date_gmt":"2021-03-29T01:31:19","guid":{"rendered":""},"modified":"2026-08-17T03:47:34","modified_gmt":"2026-08-17T03:47:34","slug":"customer","status":"publish","type":"page","link":"https:\/\/wesshelp.wessconnect.com\/zh\/customer\/","title":{"rendered":"\u5ba2\u6237"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"194\" class=\"elementor elementor-194\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-02f98cb elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"02f98cb\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;shape_divider_bottom&quot;:&quot;mountains&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"false\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 100\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" opacity=\"0.33\" d=\"M473,67.3c-203.9,88.3-263.1-34-320.3,0C66,119.1,0,59.7,0,59.7V0h1000v59.7 c0,0-62.1,26.1-94.9,29.3c-32.8,3.3-62.8-12.3-75.8-22.1C806,49.6,745.3,8.7,694.9,4.7S492.4,59,473,67.3z\"\/>\n\t<path class=\"elementor-shape-fill\" opacity=\"0.66\" d=\"M734,67.3c-45.5,0-77.2-23.2-129.1-39.1c-28.6-8.7-150.3-10.1-254,39.1 s-91.7-34.4-149.2,0C115.7,118.3,0,39.8,0,39.8V0h1000v36.5c0,0-28.2-18.5-92.1-18.5C810.2,18.1,775.7,67.3,734,67.3z\"\/>\n\t<path class=\"elementor-shape-fill\" d=\"M766.1,28.9c-200-57.5-266,65.5-395.1,19.5C242,1.8,242,5.4,184.8,20.6C128,35.8,132.3,44.9,89.9,52.5C28.6,63.7,0,0,0,0 h1000c0,0-9.9,40.9-83.6,48.1S829.6,47,766.1,28.9z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c50c379\" data-id=\"c50c379\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8a036f8 elementor-widget elementor-widget-spacer\" data-id=\"8a036f8\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-39a4e0d elementor-widget elementor-widget-heading\" data-id=\"39a4e0d\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Customer<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0f121c4 elementor-widget elementor-widget-spacer\" data-id=\"0f121c4\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9d21652 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9d21652\" data-element_type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3fd87eb\" data-id=\"3fd87eb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-e7a3ca8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e7a3ca8\" data-element_type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-959a729\" data-id=\"959a729\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8bfb928 elementor-widget elementor-widget-html\" data-id=\"8bfb928\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"custom-toggle-search\">\r\n    <input type=\"text\" id=\"toggle-search\" placeholder=\"Type to search on this page...\" style=\"width: 100%; padding: 15px; margin-bottom: 25px; border: 2px solid #eaeaea; border-radius: 8px; font-size: 16px; outline: none;\">\r\n<\/div>\r\n\r\n<script>\r\njQuery(document).ready(function($){\r\n    var typingTimer;                \r\n    var doneTypingInterval = 300;   \r\n    var $input = $('#toggle-search');\r\n\r\n    $input.on('keyup', function () {\r\n        clearTimeout(typingTimer);\r\n        typingTimer = setTimeout(performSearch, doneTypingInterval);\r\n    });\r\n\r\n    $input.on('keydown', function () {\r\n        clearTimeout(typingTimer);\r\n    });\r\n\r\n    function performSearch () {\r\n        \/\/ Get the input, convert to lowercase, and trim trailing\/leading spaces\r\n        var rawValue = $input.val().toLowerCase().trim();\r\n        \r\n        \/\/ CRITICAL FIX: Reset visibility of parent wrappers and headings \r\n        \/\/ to prevent display bugs during rapid typing\r\n        $('.elementor-widget-toggle, .elementor-widget-accordion, .elementor-widget-heading').show();\r\n        \r\n        \/\/ 1. If the search box is empty, restore all items\r\n        if (rawValue === '') {\r\n            $('.elementor-toggle-item, .elementor-accordion-item').show();\r\n            return;\r\n        }\r\n        \r\n        \/\/ [SMART MATCH LOGIC] Split the user's input string into an array of individual keywords\r\n        \/\/ Example: \"reset password\" becomes [\"reset\", \"password\"]\r\n        var keywords = rawValue.split(\/\\s+\/);\r\n        \r\n        \/\/ 2. Filter through each Toggle and Accordion item\r\n        $('.elementor-toggle-item, .elementor-accordion-item').each(function(){\r\n            var itemText = $(this).text().toLowerCase();\r\n            var isMatch = true; \r\n            \r\n            \/\/ Loop through each keyword from the user's input\r\n            for (var i = 0; i < keywords.length; i++) {\r\n                \/\/ If any single keyword is NOT found in the item's text, it fails the match\r\n                if (itemText.indexOf(keywords[i]) === -1) {\r\n                    isMatch = false;\r\n                    break; \r\n                }\r\n            }\r\n            \r\n            \/\/ Toggle visibility based on the match result\r\n            if(isMatch){\r\n                $(this).show();\r\n            } else {\r\n                $(this).hide();\r\n            }\r\n        });\r\n\r\n        \/\/ 3. Clean up: Hide parent wrappers and their preceding headings if all items inside are hidden\r\n        $('.elementor-widget-toggle, .elementor-widget-accordion').each(function(){\r\n            var visibleItems = $(this).find('.elementor-toggle-item:visible, .elementor-accordion-item:visible').length;\r\n            var $relatedHeading = $(this).prev('.elementor-widget-heading');\r\n            \r\n            if (visibleItems === 0) {\r\n                $(this).hide(); \r\n                if ($relatedHeading.length > 0) {\r\n                    $relatedHeading.hide(); \r\n                }\r\n            } \r\n        });\r\n    }\r\n});\r\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b1ec2f8 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"b1ec2f8\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><h3 id=\"cus-details\"><span style=\"color:#00aeef;font-family:merriweather\"> Customer Details <\/span> <\/h3><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-39a04c3 elementor-invisible elementor-widget elementor-widget-toggle\" data-id=\"39a04c3\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"toggle.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6041\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-6041\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to add a new customer?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6041\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-6041\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/15\/how-to-add-new-customer\/\">https:\/\/wesshelp.wessconnect.com\/2021\/06\/15\/how-to-add-new-customer\/<\/a><\/span><\/p><p><u>Step 1: Click <span style=\"color: #000000;\"><b>&#8220;CUSTOMER&#8221;<img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-21479\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust1.png\" alt=\"\" width=\"1447\" height=\"912\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust1.png 1447w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust1-300x189.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust1-1024x645.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust1-768x484.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust1-18x12.png 18w\" sizes=\"(max-width: 1447px) 100vw, 1447px\" \/><\/b><\/span><\/u><\/p><p><u>Step 2: Click <span style=\"color: #000000;\"><b>&#8220;CUSTOMER&#8221;<img decoding=\"async\" class=\"alignnone size-full wp-image-21478\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust2-1.png\" alt=\"\" width=\"1447\" height=\"912\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust2-1.png 1447w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust2-1-300x189.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust2-1-1024x645.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust2-1-768x484.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust2-1-18x12.png 18w\" sizes=\"(max-width: 1447px) 100vw, 1447px\" \/><\/b><\/span><\/u><\/p><p><u>Step 3: Click <span style=\"color: #000000;\"><b>&#8220;NEW&#8221;<img decoding=\"async\" class=\"alignnone size-full wp-image-21477\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust3.png\" alt=\"\" width=\"1447\" height=\"912\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust3.png 1447w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust3-300x189.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust3-1024x645.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust3-768x484.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust3-18x12.png 18w\" sizes=\"(max-width: 1447px) 100vw, 1447px\" \/><\/b><\/span><\/u><\/p><p><u>Step 4: Fill in <span style=\"color: #000000;\"><b>customer details<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-21476\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust4.png\" alt=\"\" width=\"1447\" height=\"912\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust4.png 1447w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust4-300x189.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust4-1024x645.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust4-768x484.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust4-18x12.png 18w\" sizes=\"(max-width: 1447px) 100vw, 1447px\" \/><\/b><\/span><\/u><\/p><p><u>Step 5: Click <span style=\"color: #000000;\"><b>&#8220;SAVE&#8221;<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-21475\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust5.png\" alt=\"\" width=\"1447\" height=\"912\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust5.png 1447w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust5-300x189.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust5-1024x645.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust5-768x484.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2025\/08\/newcust5-18x12.png 18w\" sizes=\"(max-width: 1447px) 100vw, 1447px\" \/><\/b><\/span><\/u><\/p><p><span style=\"float: right; margin-top: 10px;\">Last update: August 2025<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6042\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-6042\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to edit customer details?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6042\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-6042\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-edit-customer-details-2\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-edit-customer-details-2\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14991\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click &#8220;<strong>CUSTOMER<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14992\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><u><strong>\u270f\ufe0f&#8221;<\/strong> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14993\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: <strong>Edit information<\/strong> as many as you want here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14994\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14995\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 6: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14996\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditCustomerDetails6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6043\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-6043\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to unpublish a customer?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6043\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-6043\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-unpublish-a-customer\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-unpublish-a-customer\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14978\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click &#8220;<strong>CUSTOMER<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14979\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><strong><span style=\"color: #00aeef;\">\u2139\ufe0f Method 1<\/span><\/strong><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><u><strong>\u270f\ufe0f&#8221;<\/strong> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14980\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 4: Set &#8220;<strong>Published<\/strong>&#8221; to &#8220;<strong>No<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14981\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14982\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 6: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14983\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"color: #00aeef;\"><strong>\u2139\ufe0f Method 2<\/strong><\/span><\/p><p><u>Step 7: Click on the &#8220;<\/u><u>\u2714\ufe0f&#8221; to <strong>unpublish<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14984\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 8: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14985\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/UnpublishCustomer8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6044\" class=\"elementor-tab-title\" data-tab=\"4\" role=\"button\" aria-controls=\"elementor-tab-content-6044\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to publish back the unpublished customer?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6044\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"region\" aria-labelledby=\"elementor-tab-title-6044\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-publish-back-the-unpublished-customer-2\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-publish-back-the-unpublished-customer-2\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15002\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click &#8220;<strong>CUSTOMER<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15003\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3. Select &#8220;<strong>No<\/strong>&#8221; to show the <strong>unpublished user<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-15004\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"color: #00aeef;\"><strong>\u2139\ufe0f Method 1<\/strong><\/span><\/p><p><u>Step 4: Click on the <strong>pen icon &#8220;<\/strong><\/u><u><strong>\u270f\ufe0f&#8221;<\/strong> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15005\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Set &#8220;<strong>Published<\/strong>&#8221; to &#8220;<strong>Yes<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15006\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 6: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15007\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 7: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15008\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"color: #00aeef;\"><strong>\u2139\ufe0f Method 2<\/strong><\/span><\/p><p><u>Step 8: Click on the <strong>red close icon &#8220;<\/strong><\/u><u><strong>\u274e&#8221;<\/strong> to <strong>publish<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15009\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 9: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15010\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PublishCustomer9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6045\" class=\"elementor-tab-title\" data-tab=\"5\" role=\"button\" aria-controls=\"elementor-tab-content-6045\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to check customer transaction history?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6045\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"5\" role=\"region\" aria-labelledby=\"elementor-tab-title-6045\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-check-customer-transaction-history-2\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-check-customer-transaction-history-2\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15016\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click &#8220;<strong>CUSTOMER<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15017\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Click on a customer <strong>Name<\/strong> to view its details.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15018\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click on<strong> TRANSACTION<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15019\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Check the &#8220;<strong>Latest Transaction History<\/strong>&#8221; here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15020\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: [Optional] Click on <strong>View All<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15021\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: [Optional] Check the &#8220;<strong>Sale Detail<\/strong>&#8221; which is a more detailed transaction history here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15022\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckCustomerTransaction7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6046\" class=\"elementor-tab-title\" data-tab=\"6\" role=\"button\" aria-controls=\"elementor-tab-content-6046\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to set customer code?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6046\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"6\" role=\"region\" aria-labelledby=\"elementor-tab-title-6046\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-set-customer-code-2\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-set-customer-code-2\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Setting<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15087\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on &#8220;<strong>REFERENCE CODE<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15088\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><u><strong>\u270f\ufe0f&#8221;<\/strong> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15089\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: <strong>Edit information<\/strong> as many as you want here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15090\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15091\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 6: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15092\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerReferenceCode6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6047\" class=\"elementor-tab-title\" data-tab=\"7\" role=\"button\" aria-controls=\"elementor-tab-content-6047\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to add customer\/member groups?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6047\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"7\" role=\"region\" aria-labelledby=\"elementor-tab-title-6047\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-add-customer-member-groups-2\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-add-customer-member-groups-2\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Setting<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15099\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on &#8220;<strong>CUSTOMER GROUP<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15100\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on &#8220;<strong>NEW<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15101\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Enter the &#8220;<strong>Name<\/strong>&#8221; of the new customer group.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15102\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Set the <strong>validity time<\/strong> for this <strong>customer group<\/strong> once <strong>assigned<\/strong>.<\/span><br \/><em>[!] Leave it empty will make this group permanent until removed manually.<\/em><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15103\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: [Optional] As the<strong> expiry date<\/strong> can be <strong>updated<\/strong>, thus can<strong> turn<\/strong> this <strong>on to prevent<\/strong> it.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15104\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 7: Make sure the &#8220;<strong>Published<\/strong>&#8221; has been set to &#8220;<strong>Yes<\/strong>&#8220;.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15105\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 8: Can <strong>add information<\/strong> as many as you want here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15106\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 9: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to<strong> save<\/strong>.\u201d<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15107\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 10: Make sure the<strong> new customer group<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15108\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup10.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup10.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup10-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup10-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup10-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddCustomerGroup10-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6048\" class=\"elementor-tab-title\" data-tab=\"8\" role=\"button\" aria-controls=\"elementor-tab-content-6048\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to allow multiple customers to have the same phone number?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6048\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"8\" role=\"region\" aria-labelledby=\"elementor-tab-title-6048\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-allow-multiple-customers-to-have-the-same-phone-number\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-allow-multiple-customers-to-have-the-same-phone-number\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Setting<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15114\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click &#8220;<strong>CUSTOMER SETTING<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15115\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Set &#8220;<strong>Allow Phone Duplication<\/strong>&#8221; to &#8220;<strong>On<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15116\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 4: Click on <strong>Save icon &#8220;<\/strong><\/u><strong><u>\ud83d\udcbe&#8221;<\/u><\/strong><u>\u00a0.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15117\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15118\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerDuplicateNumber5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6049\" class=\"elementor-tab-title\" data-tab=\"9\" role=\"button\" aria-controls=\"elementor-tab-content-6049\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to edit prepaid item remarks for particular customers?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-6049\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"9\" role=\"region\" aria-labelledby=\"elementor-tab-title-6049\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-edit-prepaid-item-remarks-for-particular-customers\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-edit-prepaid-item-remarks-for-particular-customers\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15124\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click &#8220;<strong>CUSTOMER<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15125\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><u><strong>\u270f\ufe0f&#8221;<\/strong> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15126\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click &#8220;<strong>TRANSACTION<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15127\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Click on the <strong>&#8216;i&#8217; icon &#8220;\u24d8&#8221; <\/strong>.\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15128\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: Write the &#8220;<strong>Prepaid Remarks<\/strong>&#8221; here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15129\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: Click on &#8220;<strong>Cancel<\/strong>&#8221; .<\/span><br \/><em>[!] The OK button can be ignored here.<\/em><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15130\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 8: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15131\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 9: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15132\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditPrepaidRemarks9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-60410\" class=\"elementor-tab-title\" data-tab=\"10\" role=\"button\" aria-controls=\"elementor-tab-content-60410\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to share the account with multiple customers?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-60410\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"10\" role=\"region\" aria-labelledby=\"elementor-tab-title-60410\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-share-the-account-with-multiple-customers\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-share-the-account-with-multiple-customers\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15138\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click &#8220;<strong>CUSTOMER<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15139\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><u><strong>\u270f\ufe0f&#8221;<\/strong> to <strong>edit<\/strong>.<\/u><br \/><em>[!] It can be anyone from the sharing group<\/em><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15140\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: <\/span><span style=\"text-decoration: underline;\">T<\/span><u>ick <\/u><u>the <\/u><strong><u>Sharing Account checkbox<\/u><\/strong><u> &#8220;\u2611\ufe0f&#8221; . <\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15141\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15142\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 6: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15143\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: <strong>Copy the code<\/strong> from the &#8220;<strong>Sharing Account field<\/strong>&#8220;.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15144\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 8: Click on <strong>CANCEL<\/strong> icon &#8220;\u274c&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15145\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 9: Select<strong> another customer<\/strong> and Click on the<strong> pen icon &#8220;\u270f\ufe0f&#8221;<\/strong> to <strong>edit<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15146\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 10: <\/span><u><strong><span style=\"text-decoration: underline;\">Ti<\/span>ck <\/strong>the<strong>Sharing Account\u00a0 checkbox<\/strong> &#8220;\u2611\ufe0f&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15147\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing10.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing10.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing10-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing10-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing10-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing10-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 11: Paste the copied <strong>code<\/strong> into &#8220;<strong>Sharing\u00a0 Account<\/strong>&#8221; field.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15148\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing11.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing11.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing11-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing11-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing11-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing11-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 12: Select a <strong>customer<\/strong> who <strong>matched<\/strong> to this<strong> code<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15149\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing12.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing12.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing12-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing12-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing12-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing12-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 13: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15150\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing13.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing13.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing13-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing13-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing13-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing13-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 14: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15151\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing14.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing14.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing14-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing14-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing14-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing14-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"color: #00aeef;\"><strong>[\u2139\ufe0f] To check if the customers have shared the same account<\/strong><\/span><\/p><p><span style=\"text-decoration: underline;\">Step 15: In the<strong> new ticket<\/strong>, select a customer who<strong> shared their account<\/strong> with <strong>another<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15152\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing15.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing15.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing15-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing15-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing15-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing15-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 16: Click on &#8220;<strong>Use Prepaid<\/strong>&#8220;.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15153\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing16.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing16.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing16-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing16-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing16-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing16-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 17:<strong> Hover the mouse<\/strong> over the <strong>&#8216;i&#8217; icon &#8220;<\/strong><strong>\u24d8&#8221;<\/strong>\u00a0to show which <strong>customer<\/strong> has <strong>shared this prepaid item<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15154\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing17.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing17.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing17-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing17-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing17-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerAccountSharing17-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-60411\" class=\"elementor-tab-title\" data-tab=\"11\" role=\"button\" aria-controls=\"elementor-tab-content-60411\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to turn on or off customer loyalty rewards?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-60411\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"11\" role=\"region\" aria-labelledby=\"elementor-tab-title-60411\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-turn-on-customer-loyalty-rewards-2\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/19\/how-to-turn-on-customer-loyalty-rewards-2\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Setting<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15160\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click &#8220;<strong>LOYALTY SETTING<\/strong>&#8220;.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15161\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"color: #e36600;\"><strong><em>a. [!] If needing to turn off customer loyalty reward\u00a0 can do this .<\/em><\/strong><\/span><\/p><p><span style=\"text-decoration: underline;\">Step 3: Set <strong>Calculate Reward Point<\/strong> By to &#8220;<strong>&#8211; None &#8211;<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15191\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click on <strong>Save icon &#8220;<\/strong><strong>\ud83d\udcbe&#8221; .<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15192\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15193\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OffLoyaltyRewards5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><strong><span style=\"color: #e36600;\"><em>b. [!] If needing to turn on customer loyalty reward\u00a0 can do this .<\/em><\/span><\/strong><\/p><p><span style=\"text-decoration: underline;\">Step 3: Select a <strong>reward method<\/strong> from &#8220;<strong>Commission Scheme Calculate Reward Point By<\/strong>&#8221; .<\/span><br \/>* None: Off<br \/><strong>[T] Total<\/strong>: Give points based on payment amount.<br \/><strong>[I] Item<\/strong>: Give points based on item details.<br \/><strong>[C] Total &amp; Customer Group<\/strong>: Work as \u201c<strong>Total<\/strong>\u201d <strong>+<\/strong> \u201c<strong>Item<\/strong>\u201d , but it varies based on the customer group.<\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15162\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Enter &#8220;<strong>Reward Point For Referring New Customer<\/strong>&#8221; .<\/span><br \/><span style=\"text-decoration: underline;\">Regardless of any <strong>calculation method<\/strong>, this reward will be <strong>given<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15163\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Click on <strong>Save icon &#8220;<\/strong><\/u><strong><u>\ud83d\udcbe&#8221; .<\/u><\/strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15164\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 6: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15165\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"color: #00aeef;\"><strong>\u2139\ufe0f [T] If &#8220;Commission Scheme Calculate Reward Point By&#8221; is set as &#8220;<span style=\"text-decoration: underline;\">Total<\/span>&#8220;<\/strong><\/span><\/p><ul><li>N: Number of points given per amount spent.<\/li><li>M: Amount needed to earn one point.<\/li><li>C: Percentage if paying an outstanding balance.<\/li><\/ul><p>Step 1:<\/p><p>Set &#8220;<strong>Calculate Reward Point By<\/strong>&#8221; to &#8220;<strong>Total<\/strong>&#8220;, then<br \/>enter <strong>Points Given per Spent Amount<\/strong> (denoted as &#8216;<strong>N<\/strong>&#8216;) .<br \/>For example, based to the diagram, that enter &#8216;<strong>2<\/strong>&#8216; points.<br \/><strong><span style=\"color: #539614;\"><span style=\"color: #000000;\">FORMULA :<\/span> Points = Amount x N\/M x C%<\/span><\/strong> (if paying outstanding amount)<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15166\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p>Step 2:<br \/>In the same screen, enter the <strong>Spent Amount per Point Given (M).<br \/><\/strong>For example, based to the diagram, that enter &#8216;<strong>1<\/strong>&#8216;.<br \/><strong>FORMULA<\/strong> : <span style=\"color: #53960c;\"><strong>Points = Amount x N\/M x C%<\/strong><\/span> (if paying outstanding amount)<br \/>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15167\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p>Step 3:<br \/>In the same screen, enter the <strong>Percentage for Outstanding Payment (C%)<\/strong>.<br \/>For example, based to the diagram, that enter &#8216;<strong>50%<\/strong>&#8216; .<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15168\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click on <strong>Save icon &#8220;\ud83d\udcbe&#8221; <\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15169\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards10.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards10.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards10-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards10-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards10-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards10-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5. Make sure the <strong>change<\/strong> has been <strong>saved<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15170\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards11.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards11.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards11-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards11-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards11-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards11-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"color: #00aeef;\"><strong>\u2139\ufe0f [I] If &#8220;Commission Scheme Calculate Reward Point By&#8221; is set as &#8220;<span style=\"text-decoration: underline;\">Item<\/span>&#8220;<\/strong><\/span><\/p><p><span style=\"text-decoration: underline;\">Step 1. Click on the <strong>pen icon &#8220;\u270f\ufe0f&#8221;<\/strong> to <strong>edit<\/strong>.<\/span><br \/><em>[!] This applies on products, services, packages, and coupons<\/em><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15171\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards12.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards12.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards12-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards12-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards12-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards12-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on &#8220;<strong>LOYALTY<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15172\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards13.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards13.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards13-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards13-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards13-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards13-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Enter <strong>Reward Point<\/strong> given <strong>after purchasing<\/strong> this item.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15173\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards14.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards14.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards14-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards14-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards14-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards14-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p>[Optional] <strong>Tick the checkbox &#8220;\u2611\ufe0f&#8221;<\/strong> of always <strong>use this reward point<\/strong> if you wish to <strong>ignore rules<\/strong> from the <strong>customer group<\/strong>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15174\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards15.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards15.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards15-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards15-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards15-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards15-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15175\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards16.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards16.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards16-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards16-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards16-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards16-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Make sure the <strong>change<\/strong> has been <strong>saved<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15176\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards17.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards17.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards17-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards17-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards17-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards17-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"color: #00aeef;\"><strong>\u2139\ufe0f [C] If &#8220;Commission Scheme Calculate Reward Point By&#8221; is set as &#8220;Total &amp; Customer Group&#8221;<\/strong><\/span><\/p><p><span style=\"text-decoration: underline;\">Step 1: Click &#8220;<strong>Setting<\/strong>&#8220;.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15177\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards18.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards18.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards18-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards18-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards18-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards18-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on &#8220;<strong>CUSTOMER GROUP<\/strong>&#8220;.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15178\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards19.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards19.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards19-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards19-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards19-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards19-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step3: Click on the <strong>pen icon &#8220;\u270f\ufe0f&#8221;<\/strong> to <strong>edit<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15179\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards20.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards20.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards20-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards20-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards20-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards20-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: <strong>Edit points per amount<\/strong>, it is similar to the <strong>default points setting<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15180\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards21.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards21.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards21-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards21-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards21-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards21-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Tick the <strong>Auto-convert checkbox &#8220;\u2611\ufe0f&#8221;<\/strong> and <strong>set<\/strong> the <strong>minimum amount<\/strong> before giving points.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15181\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards22.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards22.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards22-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards22-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards22-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards22-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15182\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards23.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards23.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards23-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards23-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards23-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards23-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: \u00a0Make sure the <strong>change<\/strong> has been<strong> saved<\/strong>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15183\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards24.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards24.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards24-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards24-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards24-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/OnLoyaltyRewards24-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/span><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5401575 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"5401575\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><h3 id=\"treat-comm\"><span style=\"color:#00aeef;font-family:merriweather\"> Treatment Comment <\/span> <\/h3><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c30139 elementor-invisible elementor-widget elementor-widget-toggle\" data-id=\"5c30139\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"toggle.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-9661\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-9661\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to add a treatment comment?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-9661\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-9661\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-add-a-treatment-comment\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-add-a-treatment-comment\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; . <\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-15229\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click &#8220;<strong>TREATMENT COMMENT<\/strong>&#8221; .<img decoding=\"async\" src=\"https:\/\/images.tango.us\/workflows\/8c96dea6-37f8-46ed-b654-58193aa38e76\/steps\/b5dfb017-e315-4ef7-a625-44f83c946a04\/837ceb13-8b09-48d9-95c7-1e603a545b08.png?mark-x=568&amp;mark-y=46&amp;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yOTgmaD0xNjMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D\" alt=\"Step 2: Click \u201cTREATMENT COMMENT\u201d .\" \/><\/u><\/p><p><u>Step 3: Click on &#8220;<strong>NEW<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15231\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Enter a &#8220;<strong>Customer<\/strong>&#8221; <strong>name<\/strong> and <strong>select<\/strong> a customer.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15232\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Select a <strong>programme<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15233\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: Click on &#8220;<strong>Employee<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15234\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: Select an <strong>employee<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15235\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 8: Click on <strong>SET<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15236\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 9: Write more <strong>details<\/strong> in the &#8220;<strong>Remark field<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15237\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 10: Write a <strong>comment<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15238\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment10.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment10.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment10-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment10-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment10-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment10-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 11: Click on the &#8220;\u2795&#8221; to <strong>add<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15239\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment11.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment11.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment11-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment11-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment11-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment11-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 12. [Optional] Click on <strong>DELETE &#8220;<\/strong>\ud83d\udee2<strong>\u274c&#8221; <\/strong>to <strong>remove<\/strong> added <strong>comments<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15240\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment12.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment12.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment12-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment12-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment12-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment12-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 13:\u00a0 [Optional] Click on <strong>added comments<\/strong> for <strong>editing<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15241\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment13.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment13.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment13-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment13-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment13-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment13-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 14: [Optional] Click on the <strong>blue tick icon &#8220;\u2611\ufe0f&#8221;<\/strong> to apply the <strong>changes<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15242\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment14.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment14.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment14-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment14-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment14-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment14-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 15: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15243\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment15.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment15.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment15-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment15-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment15-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment15-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 16: Make sure the<strong> new treatment comment<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15244\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment16.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment16.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment16-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment16-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment16-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreamentComment16-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-9662\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-9662\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to edit treatment comments?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-9662\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-9662\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-edit-treatment-comments\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-edit-treatment-comments\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15248\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on &#8220;<strong>TREATMENT COMMENT<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15249\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><strong><u>\u270f\ufe0f&#8221;<\/u><\/strong><u> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15250\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: <strong>Edit information<\/strong> as many as you want here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15251\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15253\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 6: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15254\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditTreatmentComment6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-9663\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-9663\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to add an image to a treatment comment?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-9663\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-9663\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-add-an-image-to-a-treatment-comment\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-add-an-image-to-a-treatment-comment\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15258\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on &#8220;<strong>TREATMENT COMMENT<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15259\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><strong><u>\u270f\ufe0f&#8221;<\/u><\/strong><u> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15260\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click on &#8220;<strong>Add Image<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15261\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Select an <strong>image<\/strong> from the <strong>device<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15262\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage5.png\" alt=\"\" width=\"1477\" height=\"882\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage5-1024x611.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage5-768x459.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: Make sure the <strong>image<\/strong> has been <strong>uploaded<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15263\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: [Optional] Click on <strong>Edit<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15264\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 8: [Optional] <strong>Edit<\/strong> the <strong>image<\/strong> here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15265\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 9: Click on &#8220;<strong>OK<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15266\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 10: [Optional] Click on the <strong>blue tick icon &#8220;\u2611\ufe0f&#8221;<\/strong> to <strong>deselect<\/strong> the <strong>image<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15267\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage10.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage10.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage10-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage10-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage10-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage10-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 11: [Optional] Click on the<strong> orange<\/strong> <strong>close icon &#8220;\u274e&#8221;<\/strong> to <strong>select<\/strong> the<strong> image<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15268\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage11.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage11.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage11-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage11-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage11-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage11-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 12: Make sure the<strong> intended image<\/strong> is <strong>selected<\/strong> to be <strong>added<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15269\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage12.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage12.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage12-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage12-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage12-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage12-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 13: Click on &#8220;<b>APPLY&#8221; or<\/b>\u00a0other <strong>disk icons<\/strong> to <strong>save<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15270\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage13.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage13.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage13-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage13-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage13-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage13-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 14: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15271\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage14.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage14.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage14-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage14-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage14-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddTreatmentCommentImage14-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-9664\" class=\"elementor-tab-title\" data-tab=\"4\" role=\"button\" aria-controls=\"elementor-tab-content-9664\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to void treatment comments?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-9664\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"region\" aria-labelledby=\"elementor-tab-title-9664\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-void-treatment-comments\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-void-treatment-comments\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15275\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click on &#8220;<strong>TREATMENT COMMENT<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15276\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><strong><u>\u270f\ufe0f&#8221;<\/u><\/strong><u> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15277\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click on &#8220;<strong>VOID<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15278\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Make sure the <strong>record<\/strong> has been <strong>voided<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15279\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/VoidTreatmentComment5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-9665\" class=\"elementor-tab-title\" data-tab=\"5\" role=\"button\" aria-controls=\"elementor-tab-content-9665\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to check a customer's latest treatment comment?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-9665\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"5\" role=\"region\" aria-labelledby=\"elementor-tab-title-9665\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-check-a-customers-latest-treatment-comment\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-check-a-customers-latest-treatment-comment\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15283\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click &#8220;<strong>CUSTOMER<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15284\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Click on the <strong>customer &#8220;Name&#8221;<\/strong> to view their <strong>profile details<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15285\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 4: Click on &#8220;<strong>TREATMENT HISTORY<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15286\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Check the &#8220;<strong>Latest Treatments Comment<\/strong>&#8221; here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15287\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: [Optional] Click on <strong>View All<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15288\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: [Optional] Check the detailed list of the &#8220;<strong>Latest Treatment Comments<\/strong>&#8221; here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-15289 size-full\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 8: Click the <strong>pen icon &#8220;<\/strong><\/u><strong><u>\u270f\ufe0f&#8221;<\/u><\/strong><u> <\/u><span style=\"text-decoration: underline;\">\u00a0to<strong> edit<\/strong> the record.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15290\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 9: <strong>Edit information<\/strong> as many as you want here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15291\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckTreatmentComment9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b8a1a09 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"b8a1a09\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><h3 id=\"mc\"><span style=\"color:#00aeef;font-family:merriweather\"> Medical Certificate <\/span> <\/h3><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c984ba elementor-invisible elementor-widget elementor-widget-toggle\" data-id=\"4c984ba\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"toggle.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-8031\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-8031\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to add a Medical Certificate?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-8031\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-8031\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-add-a-medical-certificate\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-add-a-medical-certificate\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15302\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click &#8220;<strong>MEDICAL CERTIFICATE<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15303\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on &#8220;<strong>NEW<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15304\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Enter the <strong>Customer Name<\/strong> and <strong>select<\/strong> a <strong>customer<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15305\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Click on the<strong> Calendar icon &#8220;\ud83d\udcc5&#8221; <\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15306\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: Select a <strong>date<\/strong> and <strong>time<\/strong> here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15307\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: Click &#8220;<strong>Employee<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15308\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 8: Select an <strong>employee <\/strong>to tick.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15309\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 9: Click on <strong>SET icon &#8220;<\/strong><\/u><u><strong>\u2714\ufe0f&#8221;<\/strong> .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15310\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 10: Select an medical certificate (MC) in &#8220;<strong>Comment<\/strong>&#8221; field to tick.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15311\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate10.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate10.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate10-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate10-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate10-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate10-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 11: Can write more <strong>details<\/strong> in the &#8220;<strong>Remark field<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15312\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate11.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate11.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate11-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate11-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate11-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate11-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 12: Click on <strong>Save icon &#8220;<\/strong><\/u><strong><u>\ud83d\udcbe&#8221; .<\/u><\/strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15313\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate12.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate12.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate12-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate12-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate12-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate12-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 13: Make sure the<strong> record<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15314\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate13.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate13.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate13-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate13-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate13-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AddMedicalCertificate13-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-8032\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-8032\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to print a Medical Certificate?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-8032\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-8032\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-print-a-medical-certificate\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-print-a-medical-certificate\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15318\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click &#8220;<strong>MEDICAL CERTIFICATE<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15319\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><strong><u>\u270f\ufe0f&#8221;<\/u><\/strong><u> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15320\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click &#8220;<strong>PRINT<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15321\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/PrintMedicalCertificate4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-8033\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-8033\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to delete a Medical Certificate?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-8033\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-8033\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-delete-a-medical-certificate\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/20\/how-to-delete-a-medical-certificate\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15326\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click &#8220;<strong>MEDICAL CERTIFICATE<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15327\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: <strong>Tick the checkbox<\/strong> &#8220;\u2611\ufe0f&#8221; to select the record.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15328\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 4: Click on <strong>DELETE &#8220;<\/strong><\/u><u>\ud83d\udee2<\/u><strong><u>\u274c&#8221; <\/u><\/strong><u>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15329\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Make sure the<strong> record<\/strong> has been <strong>deleted<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15330\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/DeleteMedicalCertificate5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d540f7f elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"d540f7f\" data-element_type=\"widget\" id=\"customer-new-entry-form\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><h3 id=\"consultancy-form\"><span style=\"color:#00aeef;font-family:merriweather\"> Customer New Entry Form<\/span> <\/h3><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-803b384 elementor-invisible elementor-widget elementor-widget-toggle\" data-id=\"803b384\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"toggle.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1341\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-1341\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to create customer new entry form?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-1341\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-1341\"><p><a href=\"https:\/\/wesshelp.wessconnect.com\/2026\/05\/07\/how-to-create-new-customer-entry-form\/\"><span style=\"text-decoration: underline;\">https:\/\/wesshelp.wessconnect.com\/2026\/05\/07\/how-to-create-new-customer-entry-form\/<\/span><\/a><\/p><p><span style=\"text-decoration: underline;\">Step 1: Click on <strong>&#8220;SETTING&#8221;<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22550\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/1-1.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/1-1.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/1-1-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/1-1-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/1-1-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on <strong>&#8220;CUSTOMER NEW ENTRY&#8221;<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22551\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/2-1.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/2-1.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/2-1-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/2-1-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/2-1-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Click on <strong>&#8220;NEW&#8221;<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22552\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/3-1.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/3-1.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/3-1-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/3-1-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/3-1-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Fill in the <strong>title<\/strong> and <strong>description<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22553\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/4-1.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/4-1.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/4-1-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/4-1-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/4-1-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: <strong>Drag and drop<\/strong> the <strong>field<\/strong> needed <strong>from the left panel to the right panel<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22554\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/5-1.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/5-1.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/5-1-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/5-1-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/5-1-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: Click on <strong>&#8220;SAVE&#8221;<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22555\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/6.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/6.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/6-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/6-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/6-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: To set a form<strong> as the default form<\/strong>,<strong> tick<\/strong> the <strong>checkbox next to the desired form.<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22556\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/7.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/7.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/7-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/7-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/7-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 8: Then click on <strong>&#8220;SET DEFAULT&#8221;<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22557\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/8.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/8.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/8-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/8-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/8-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p>\u00a0<\/p><p style=\"text-align: right;\">Last Updated: May 2026<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1342\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-1342\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to let customers fill in their details by themselves?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-1342\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-1342\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-let-customers-fill-in-their-details-by-themselves-2\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-let-customers-fill-in-their-details-by-themselves-2\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15028\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click &#8220;<strong>NEW <\/strong><strong>CUSTOMER<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15029\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: <strong>Add information<\/strong> as many as you want here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15030\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click on &#8220;<strong>Create<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15031\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Make sure the <strong>new customer<\/strong> has been <strong>saved<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15032\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: [Optional] Can click on &#8220;<strong>Edit<\/strong>&#8221; to continue editing customer details.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15033\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CustomerEntryForm6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1343\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-1343\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to edit the customer new entry form?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-1343\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-1343\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-edit-the-customer-new-entry-form-2\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-edit-the-customer-new-entry-form-2\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Setting<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15039\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click &#8220;<strong>CUSTOMER NEW ENTRY<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15040\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><u><strong>\u270f\ufe0f&#8221;<\/strong> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15041\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: <strong>Drag elements<\/strong> from the <strong>left panel into <\/strong>the <strong>right panel<\/strong> to <strong>add<\/strong> it.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15042\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: [Optional] <strong>Tick the checkbox<\/strong> &#8220;\u2611\ufe0f&#8221; if the information mandatory to be filled.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15043\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: [Optional] : Click on the <strong>red close icon &#8220;\u274e&#8221;<\/strong> to <strong>remove<\/strong> the element.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15044\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 7: Click on &#8220;<strong>APPLY<\/strong>&#8221; or other <strong>disk icons<\/strong> to<strong> save<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15045\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 8: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15046\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditEntryForm8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1344\" class=\"elementor-tab-title\" data-tab=\"4\" role=\"button\" aria-controls=\"elementor-tab-content-1344\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to edit incomplete customer details after creating an appointment?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-1344\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"region\" aria-labelledby=\"elementor-tab-title-1344\"><p><a href=\"https:\/\/wesshelp.wessconnect.com\/2026\/04\/09\/how-to-edit-incomplete-customer-details-after-creating-an-appointment\/\"><span style=\"text-decoration: underline;\">https:\/\/wesshelp.wessconnect.com\/2026\/04\/09\/how-to-edit-incomplete-customer-details-after-creating-an-appointment\/<\/span><\/a><\/p><p><span style=\"text-decoration: underline;\">Step 1: Click <strong>\u201cCUSTOMER\u201d<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22383\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/1.webp\" alt=\"\" width=\"1428\" height=\"915\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/1.webp 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/1-300x192.webp 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/1-1024x656.webp 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/1-768x492.webp 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click <strong>\u201cEDIT CUSTOMER\u201d<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22384\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/2.webp\" alt=\"\" width=\"1428\" height=\"915\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/2.webp 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/2-300x192.webp 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/2-1024x656.webp 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/2-768x492.webp 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Search for the customer using their <strong>name, code, IC number, mobile number, or membership number.<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22385\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/3.png\" alt=\"\" width=\"1428\" height=\"915\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/3.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/3-300x192.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/3-1024x656.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/3-768x492.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Select the customer you want to edit.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22386\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/4.png\" alt=\"\" width=\"1428\" height=\"915\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/4.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/4-300x192.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/4-1024x656.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/4-768x492.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Then click <strong>&#8220;Next&#8221;<\/strong> to proceed.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22387\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/5.webp\" alt=\"\" width=\"1428\" height=\"915\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/5.webp 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/5-300x192.webp 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/5-1024x656.webp 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/5-768x492.webp 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: In this page, you can continue <strong>editing<\/strong> and <strong>filling in the remaining information.<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22388\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/6.webp\" alt=\"\" width=\"1919\" height=\"902\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/6.webp 1919w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/6-300x141.webp 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/6-1024x481.webp 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/6-768x361.webp 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/6-1536x722.webp 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: Click the <strong>&#8220;Update&#8221;<\/strong> button to <strong>save the changes.<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22389\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/7.webp\" alt=\"\" width=\"1428\" height=\"915\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/7.webp 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/7-300x192.webp 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/7-1024x656.webp 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/7-768x492.webp 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 8: After updating, you will<strong> see several options:<\/strong><\/span><\/p><p><strong>&#8220;Edit (Profile)&#8221;<\/strong> \u2013 Continue editing more profile details<br \/><strong>&#8220;Edit&#8221;<\/strong> \u2013 Return to the previous edit page<br \/><strong>&#8220;Consultancy&#8221;<\/strong> \u2013 Fill in another consultancy form<br \/><strong>&#8220;Close&#8221;<\/strong> \u2013 Close the page if no further action is needed<\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22390\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/8.png\" alt=\"\" width=\"1428\" height=\"915\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/8.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/8-300x192.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/8-1024x656.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/04\/8-768x492.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p style=\"text-align: right;\">Last Updated: April 2026<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1345\" class=\"elementor-tab-title\" data-tab=\"5\" role=\"button\" aria-controls=\"elementor-tab-content-1345\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to Enable Mandatory Birthday Year Setting?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-1345\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"5\" role=\"region\" aria-labelledby=\"elementor-tab-title-1345\"><p><a href=\"https:\/\/wesshelp.wessconnect.com\/2026\/05\/06\/how-to-enable-mandatory-birthday-year-setting\/\"><span style=\"text-decoration: underline;\">https:\/\/wesshelp.wessconnect.com\/2026\/05\/06\/how-to-enable-mandatory-birthday-year-setting\/<\/span><\/a><\/p><p><span style=\"text-decoration: underline;\">Step 1: Click on <strong>&#8220;SETTING&#8221;<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22475\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/1.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/1.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/1-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/1-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/1-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on <strong>&#8220;CUSTOMER NEW ENTRY SETTING&#8221;<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22476\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/2.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/2.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/2-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/2-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/2-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Select <strong>&#8220;Yes&#8221;<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22477\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/3.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/3.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/3-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/3-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/3-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click on <strong>&#8220;SAVE&#8221;<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22478\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/4.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/4.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/4-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/4-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/4-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p><strong><span style=\"text-decoration: underline;\">As a result: when the user does not select a birth year before clicking the &#8220;CREATE&#8221; button, the system will display an &#8220;Invalid birthday&#8221; error because the year defaults to &#8220;0&#8221;.<\/span><\/strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22479\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/5.png\" alt=\"\" width=\"1428\" height=\"873\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/5.png 1428w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/5-300x183.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/5-1024x626.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2026\/05\/5-768x470.png 768w\" sizes=\"(max-width: 1428px) 100vw, 1428px\" \/><\/p><p style=\"text-align: right;\">Last Updated: May 2026<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1744f6d elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"1744f6d\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><h3 id=\"consultancy-form\"><span style=\"color:#00aeef;font-family:merriweather\"> Consultancy Form <\/span> <\/h3><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e652625 elementor-invisible elementor-widget elementor-widget-toggle\" data-id=\"e652625\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"toggle.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2411\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-2411\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to create a consultancy form?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-2411\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-2411\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-create-a-consultancy-form\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-create-a-consultancy-form\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Setting<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15366\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on &#8220;<strong>MANAGE CONSULTANCY<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15367\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on &#8220;<strong>NEW<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15368\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Enter a &#8220;<strong>Title<\/strong>&#8221; for new <strong>consultancy form <\/strong>in the <strong>Consultancy Setting<\/strong>. Also the <strong>Description<\/strong> and <strong>Remark<\/strong> can be <strong>filled<\/strong> in here if needed.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15369\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Click once on the &#8220;<strong>Form Description<\/strong>&#8221; field on the right to <strong>edit<\/strong> it. <\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15370\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: The <strong>left side<\/strong> will automatically <strong>display<\/strong> the &#8220;<strong>Description field<\/strong>&#8221; in the <strong>Field Setting <\/strong>then enter the <strong>content<\/strong> in the <strong>box.<br \/><\/strong>The <strong>right side<\/strong> will then <strong>display<\/strong> the format of the<strong> Form<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15371\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7. Click &#8220;<strong>Add Field<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15372\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 8: A <strong>list<\/strong> of the <strong>elements<\/strong> and<strong> formats<\/strong> entered in the<strong> form<\/strong> is displayed here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15373\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 9: Long-press and drag &#8220;<strong>elements<\/strong>&#8221; from the <strong>left panel<\/strong> <strong>into<\/strong> the <strong>right panel<\/strong> to <strong>add<\/strong> it. In the example diagram, the Radio Button is chosen.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15374\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 10: Enter<strong> information<\/strong> in the &#8220;<strong>Question<\/strong>&#8221; field.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15375\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm10.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm10.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm10-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm10-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm10-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm10-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 11: Enter the contents in the &#8220;<strong>Option Title<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15376\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm11.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm11.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm11-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm11-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm11-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm11-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 12. [Optional] When clicking on the <strong>last input box<\/strong>, a <strong>new option input box<\/strong> is automatically <strong>created<\/strong> below. <br \/>Or click the <strong>orange plus button (+)<\/strong> next to the option input box.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15377\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm12.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm12.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm12-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm12-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm12-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm12-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 13: [Optional] Click on the <strong>red close icon &#8220;<\/strong><strong>\u274e&#8221;<\/strong> to <strong>remove<\/strong> the option.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15378\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm13.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm13.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm13-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm13-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm13-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm13-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 14: [Optional] Check &#8220;<strong>Mandatory<\/strong>&#8221; if the <strong>question is mandatory<\/strong> to the form.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15379\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm14.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm14.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm14-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm14-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm14-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm14-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 15: In the example image, when clicking on the <strong>element<\/strong> on the<strong> right<\/strong> to <strong>edit<\/strong> again.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15380\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm15.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm15.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm15-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm15-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm15-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm15-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 16: Click on the <strong>red close icon &#8220;<\/strong><strong>\u274e&#8221;<\/strong> to <strong>remove<\/strong> the element.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15381\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm16.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm16.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm16-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm16-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm16-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm16-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 17: Click &#8220;<strong>DRAFT<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15382\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm17.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm17.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm17-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm17-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm17-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm17-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 18: Make sure the<strong> new consultancy form<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15383\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm18.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm18.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm18-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm18-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm18-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm18-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 19: If\u00a0 decide to <strong>activate<\/strong> the<strong> form<\/strong> and <strong>let<\/strong> the <strong>customer fill it in<\/strong>, click\u00a0 <strong>START icon &#8220;\u27a6&#8221; <\/strong>.<\/span><br \/><em>[!] Once a customer starts submitting this form, the form will not be available for editing.<\/em><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15384\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm19.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm19.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm19-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm19-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm19-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm19-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 20: Make sure the<strong> form<\/strong> has been <strong>activated\/started<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15385\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm20.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm20.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm20-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm20-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm20-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateConsultancyForm20-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2412\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-2412\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to limit the consultancy form be available to only 1 branch?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-2412\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-2412\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-limit-the-consultancy-form-be-available-to-only-1-branch\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-limit-the-consultancy-form-be-available-to-only-1-branch\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Setting<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15392\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click on &#8220;<strong>MANAGE CONSULTANCY<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15393\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><strong><u>\u270f\ufe0f&#8221;<\/u><\/strong><u> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15394\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Scroll down in &#8220;<strong>Consultancy Settings<\/strong>&#8221; first to &#8220;<strong>Branch<\/strong>&#8221; and select which branch this <strong>form applies<\/strong> to.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15395\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Click &#8220;<strong>DRAFT<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15396\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 6: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15397\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/LimitConsultancyFormBranch6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2413\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-2413\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to let customers fill in the consultancy form?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-2413\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-2413\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-let-customers-fill-in-the-consultancy-form\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-let-customers-fill-in-the-consultancy-form\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; . <\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15405\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on &#8220;<strong>CONSULTANCY SUBMISSION<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15406\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Select a <strong>form<\/strong> that will be<strong> given to the customer<\/strong>.<\/span><br \/>For example &#8220;<strong>Consultancy form<\/strong>&#8221; is <strong>selected<\/strong> in the example image.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15407\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Enter the <strong>customer name<\/strong> and <strong>select<\/strong> a customer.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15408\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Click &#8220;<strong>Next<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15409\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: Fill out the <strong>form<\/strong> that was <strong>chosen earlier<\/strong>, such as the <strong>Counseling form<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15410\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: Click &#8220;<strong>Submit<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15411\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 8: Make sure the <strong>response<\/strong> has been <strong>submitted<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15412\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 9: [Optional] Click on &#8220;<strong>View<\/strong>&#8221; to <strong>check<\/strong> the <strong>submitted response<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15413\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillConsultancyForm9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2414\" class=\"elementor-tab-title\" data-tab=\"4\" role=\"button\" aria-controls=\"elementor-tab-content-2414\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to check or edit the consultancy form that has been submitted?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-2414\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"region\" aria-labelledby=\"elementor-tab-title-2414\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-check-or-edit-the-consultancy-form-that-has-been-submitted\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-check-or-edit-the-consultancy-form-that-has-been-submitted\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15419\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click on &#8220;<strong>CONSULTANCY SUBMISSION LIST<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15420\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Select a <strong>form<\/strong> that will be<strong> given to the customer<\/strong>.<\/span><br \/>For example &#8220;<strong>Consultancy form<\/strong>&#8221; is <strong>selected<\/strong> in the example image.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15421\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: When the <strong>form<\/strong> is <strong>opened<\/strong>, click &#8220;<strong>Edit<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15422\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Can <strong>edit information<\/strong> as many as you want here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15423\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: Click &#8220;<strong>Submit<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15424\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 7: Make sure the<strong> change<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15425\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/EditConsultancyFormSubmission7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2415\" class=\"elementor-tab-title\" data-tab=\"5\" role=\"button\" aria-controls=\"elementor-tab-content-2415\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to clone the consultancy form?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-2415\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"5\" role=\"region\" aria-labelledby=\"elementor-tab-title-2415\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2024\/08\/28\/how-to-clone-the-consultancy-form\/\">https:\/\/wesshelp.wessconnect.com\/2024\/08\/28\/how-to-clone-the-consultancy-form\/<\/a><\/span><\/p><p><u>Step 1: Click <strong>&#8220;Setting&#8221;<\/strong> .<\/u>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18213\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm1.png\" alt=\"\" width=\"1029\" height=\"515\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm1.png 1029w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm1-300x150.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm1-1024x512.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm1-768x384.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm1-18x9.png 18w\" sizes=\"(max-width: 1029px) 100vw, 1029px\" \/><\/p><p><u>Step 2: Click <strong>&#8220;MANAGE CONSULTANCY&#8221;<\/strong> .<\/u>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18211\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm2.png\" alt=\"\" width=\"1179\" height=\"536\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm2.png 1179w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm2-300x136.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm2-1024x466.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm2-768x349.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm2-18x8.png 18w\" sizes=\"(max-width: 1179px) 100vw, 1179px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><strong><u>\u270f\ufe0f&#8221;<\/u><\/strong><u> of any consultancy form to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18210\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm3.png\" alt=\"\" width=\"1171\" height=\"709\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm3.png 1171w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm3-300x182.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm3-1024x620.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm3-768x465.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm3-18x12.png 18w\" sizes=\"(max-width: 1171px) 100vw, 1171px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click &#8220;<strong>CLONE<\/strong>&#8221; to <strong>copy this form<\/strong>.<\/span> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18209\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm4.png\" alt=\"\" width=\"1138\" height=\"610\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm4.png 1138w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm4-300x161.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm4-1024x549.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm4-768x412.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm4-18x10.png 18w\" sizes=\"(max-width: 1138px) 100vw, 1138px\" \/><\/p><p><u>Step 5: Make sure the<strong> record<\/strong>\u00a0has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18208\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm5.png\" alt=\"\" width=\"1423\" height=\"464\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm5.png 1423w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm5-300x98.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm5-1024x334.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm5-768x250.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm5-18x6.png 18w\" sizes=\"(max-width: 1423px) 100vw, 1423px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: When you return to the page, the <strong>record will be shown<\/strong> here.<\/span> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18207\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm6.png\" alt=\"\" width=\"1647\" height=\"616\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm6.png 1647w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm6-300x112.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm6-1024x383.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm6-768x287.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm6-1536x574.png 1536w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneConsultancyForm6-18x7.png 18w\" sizes=\"(max-width: 1647px) 100vw, 1647px\" \/><\/p><p style=\"text-align: right;\">Last Updated: Aug 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8bb3069 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"8bb3069\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><h3 id=\"survey\"><span style=\"color:#00aeef;font-family:merriweather\"> Survey <\/span> <\/h3><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a1cb681 elementor-invisible elementor-widget elementor-widget-toggle\" data-id=\"a1cb681\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"toggle.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1691\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-1691\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to create a survey form?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-1691\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-1691\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-create-a-survey-form\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-create-a-survey-form\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Setting<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15433\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click &#8220;<strong>MANAGE SURVEY<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15434\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on &#8220;<strong>NEW<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15435\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 4: Enter a &#8220;<strong>Title<\/strong>&#8221; for new <strong>survey form <\/strong>in the <strong>Survey Setting<\/strong>. Also the <strong>Description<\/strong> and <strong>Remark<\/strong> can be <strong>filled<\/strong> in here if needed.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15436\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 5: Click once on the &#8220;<strong>Form Description<\/strong>&#8221; field on the right to <strong>edit<\/strong> it.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15437\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 6: The <strong>left side<\/strong> will automatically <strong>display<\/strong> the &#8220;<strong>Description field<\/strong>&#8221; in the <strong>Field Setting <\/strong>then enter the <strong>content<\/strong> in the <strong>box.<br \/><\/strong>The <strong>right side<\/strong> will then <strong>display<\/strong> the format of the<strong> Form<\/strong>.<\/u><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15438\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 7. Click &#8220;<strong>Add Field<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15439\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 8: Long-press and drag &#8220;<strong>elements<\/strong>&#8221; from the <strong>left panel<\/strong> <strong>into<\/strong> the <strong>right panel<\/strong> to <strong>add<\/strong> it. In the example diagram, the Star Rating is chosen.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15440\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm8.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm8.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm8-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm8-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm8-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm8-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 9: Enter<strong> information<\/strong> in the &#8220;<strong>Question<\/strong>&#8221; field.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15441\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm9.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm9.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm9-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm9-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm9-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm9-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 10: [Optional] Check &#8220;<strong>Mandatory<\/strong>&#8221; if the <strong>question is important<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15442\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm10.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm10.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm10-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm10-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm10-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm10-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 11: In the example image, when clicking on the <strong>element<\/strong> on the<strong> right<\/strong> to <strong>edit<\/strong> again.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15443\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm11.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm11.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm11-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm11-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm11-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm11-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 12. [Optional] When clicking on the <strong>last input box<\/strong>, a <strong>new option input box<\/strong> is automatically <strong>created<\/strong> below. <br \/>Or click the <strong>orange plus button (+)<\/strong> next to the option input box.<\/u><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15444\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm12.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm12.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm12-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm12-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm12-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm12-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 13: [Optional] Click on the <strong>red close icon &#8220;<\/strong><\/u><strong><u>\u274e&#8221;<\/u><\/strong><u> to <strong>remove<\/strong> the option.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15445\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm13.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm13.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm13-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm13-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm13-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm13-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 14: Click on the <strong>red close icon &#8220;<\/strong><\/u><strong><u>\u274e&#8221;<\/u><\/strong><u> to <strong>remove<\/strong> the element.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15446\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm14.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm14.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm14-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm14-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm14-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm14-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 15: Click &#8220;<strong>DRAFT<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15447\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm15.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm15.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm15-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm15-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm15-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm15-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 16: Make sure the<strong> new survey form<\/strong> has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15448\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm16.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm16.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm16-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm16-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm16-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm16-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 17: If decide to <strong>activate<\/strong> the<strong> form<\/strong> and <strong>let<\/strong> the <strong>customer fill it in<\/strong>, click\u00a0 <strong>START icon &#8220;<\/strong><\/u><strong><u>\u27a6&#8221; <\/u><\/strong><u>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15449\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm17.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm17.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm17-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm17-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm17-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm17-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 18: Make sure the<strong> form<\/strong> has been <strong>activated\/started<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15450\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm18.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm18.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm18-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm18-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm18-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CreateSurveyForm18-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1692\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-1692\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to give customers fill in the survey form?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-1692\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-1692\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-give-customers-fill-in-the-survey-form\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-give-customers-fill-in-the-survey-form\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15456\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click &#8220;<strong>SURVEY SUBMISSION<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15457\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Select a <strong>survey form<\/strong> that will be<strong> given to the customer<\/strong>.<\/span><br \/><span style=\"text-decoration: underline;\">For example &#8220;<strong>Service Feedback<\/strong>&#8221; is <strong>selected<\/strong> in the example image.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15458\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Fill in the form.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15459\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Once have done, click &#8220;<strong>Submit<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15460\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: Make sure the <strong>response<\/strong> has been <strong>submitted<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15461\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 7: [Optional] Click on &#8220;<strong>View<\/strong>&#8221; to check the submitted response.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15462\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey7.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey7.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey7-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey7-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey7-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/FillSurvey7-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1693\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-1693\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to check the survey form that has been submitted?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-1693\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-1693\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-check-the-survey-form-that-has-been-submitted\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-check-the-survey-form-that-has-been-submitted\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Customer<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15471\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 2: Click &#8220;<strong>SURVEY SUBMISSION LIST<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15472\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 3: Select a <strong>submitted response<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15473\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Check the <strong>submitted response<\/strong> here.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15474\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: [Optional] Click on &#8220;<strong>Export<\/strong>&#8221; to <strong>download<\/strong> the <strong>customer input data<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15475\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: [Optional] Click on &#8220;<strong>Print<\/strong>&#8221; to <strong>download<\/strong> the<strong> survey form<\/strong>.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15476\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey6.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey6.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey6-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey6-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey6-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/CheckSurvey6-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1694\" class=\"elementor-tab-title\" data-tab=\"4\" role=\"button\" aria-controls=\"elementor-tab-content-1694\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to view the survey form analysis?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-1694\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"region\" aria-labelledby=\"elementor-tab-title-1694\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-view-the-survey-form-analysis\/\">https:\/\/wesshelp.wessconnect.com\/2023\/12\/27\/how-to-view-the-survey-form-analysis\/<\/a><\/span><\/p><p><u>Step 1: Click &#8220;<strong>Setting<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15480\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey1.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey1.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey1-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey1-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey1-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey1-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 2: Click &#8220;<strong>MANAGE SURVEY<\/strong>&#8221; .<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15481\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey2.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey2.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey2-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey2-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey2-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey2-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><strong><u>\u270f\ufe0f&#8221;<\/u><\/strong><u> to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15482\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey3.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey3.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey3-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey3-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey3-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey3-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">4. Click on &#8220;<strong>ANALYSIS<\/strong>&#8221; .<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15483\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey4.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey4.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey4-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey4-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey4-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey4-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 5: Check the <strong>analysis<\/strong> and <strong>statistics<\/strong> of the <strong>customer response<\/strong> here.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15484\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey5.png\" alt=\"\" width=\"1477\" height=\"879\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey5.png 1477w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey5-300x179.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey5-1024x609.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey5-768x457.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2023\/12\/AnalyseSurvey5-18x12.png 18w\" sizes=\"(max-width: 1477px) 100vw, 1477px\" \/><\/span><\/p><p style=\"text-align: right;\">Last Updated: July 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1695\" class=\"elementor-tab-title\" data-tab=\"5\" role=\"button\" aria-controls=\"elementor-tab-content-1695\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to clone the survey form?<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-1695\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"5\" role=\"region\" aria-labelledby=\"elementor-tab-title-1695\"><p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2024\/08\/28\/how-to-clone-the-survey-form\/\">https:\/\/wesshelp.wessconnect.com\/2024\/08\/28\/how-to-clone-the-survey-form\/<\/a><\/span><\/p><p><u>Step 1: Click <strong>&#8220;Setting&#8221;<\/strong> .<\/u>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18228\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm1.png\" alt=\"\" width=\"1029\" height=\"515\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm1.png 1029w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm1-300x150.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm1-1024x512.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm1-768x384.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm1-18x9.png 18w\" sizes=\"(max-width: 1029px) 100vw, 1029px\" \/><\/p><p><u>Step 2: Click <strong>&#8220;MANAGE SURVEY&#8221;<\/strong> .<\/u>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18221\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm2.png\" alt=\"\" width=\"1185\" height=\"557\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm2.png 1185w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm2-300x141.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm2-1024x481.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm2-768x361.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm2-18x8.png 18w\" sizes=\"(max-width: 1185px) 100vw, 1185px\" \/><\/p><p><u>Step 3: Click on the <strong>pen icon &#8220;<\/strong><\/u><strong><u>\u270f\ufe0f&#8221;<\/u><\/strong><u> of any survey form to <strong>edit<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18220\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm3.png\" alt=\"\" width=\"1175\" height=\"688\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm3.png 1175w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm3-300x176.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm3-1024x600.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm3-768x450.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm3-18x12.png 18w\" sizes=\"(max-width: 1175px) 100vw, 1175px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 4: Click &#8220;<strong>CLONE<\/strong>&#8221; to <strong>copy this form<\/strong>.<\/span>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18219\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm4.png\" alt=\"\" width=\"1152\" height=\"566\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm4.png 1152w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm4-300x147.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm4-1024x503.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm4-768x377.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm4-18x9.png 18w\" sizes=\"(max-width: 1152px) 100vw, 1152px\" \/><\/p><p><u>Step 5: Make sure the<strong> record<\/strong>\u00a0has been <strong>saved<\/strong>.<\/u><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18218\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm5.png\" alt=\"\" width=\"1416\" height=\"605\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm5.png 1416w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm5-300x128.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm5-1024x438.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm5-768x328.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm5-18x8.png 18w\" sizes=\"(max-width: 1416px) 100vw, 1416px\" \/><\/p><p><span style=\"text-decoration: underline;\">Step 6: When you return to the page, the <strong>record will be shown<\/strong> here.<\/span>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18217\" src=\"http:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm6.png\" alt=\"\" width=\"1913\" height=\"709\" srcset=\"https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm6.png 1913w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm6-300x111.png 300w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm6-1024x380.png 1024w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm6-768x285.png 768w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm6-1536x569.png 1536w, https:\/\/wesshelp.wessconnect.com\/wp-content\/uploads\/2024\/08\/CloneSurveyForm6-18x7.png 18w\" sizes=\"(max-width: 1913px) 100vw, 1913px\" \/><\/p><p style=\"text-align: right;\">Last Updated: Aug 2024<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-836141a elementor-hidden-phone elementor-hidden-tablet\" data-id=\"836141a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5ab24d8 elementor-widget__width-initial elementor-widget elementor-widget-spacer\" data-id=\"5ab24d8\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-fa523c4 elementor-hidden-phone elementor-hidden-tablet elementor-invisible\" data-id=\"fa523c4\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInRight&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9d97047 elementor-widget-divider--view-line_text elementor-widget-divider--separator-type-pattern elementor-widget-divider--no-spacing elementor-widget-divider--element-align-center elementor-widget elementor-widget-divider\" data-id=\"9d97047\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\" style=\"--divider-pattern-url: url(&quot;data:image\/svg+xml,%3Csvg xmlns=&#039;http:\/\/www.w3.org\/2000\/svg&#039; preserveAspectRatio=&#039;xMidYMid meet&#039; overflow=&#039;visible&#039; height=&#039;100%&#039; viewBox=&#039;0 0 126 26&#039; fill=&#039;black&#039; stroke=&#039;none&#039;%3E%3Cpath d=&#039;M3,10.2c2.6,0,2.6,2,2.6,3.2S4.4,16.5,3,16.5s-3-1.4-3-3.2S0.4,10.2,3,10.2z M18.8,10.2c1.7,0,3.2,1.4,3.2,3.2s-1.4,3.2-3.2,3.2c-1.7,0-3.2-1.4-3.2-3.2S17,10.2,18.8,10.2z M34.6,10.2c1.5,0,2.6,1.4,2.6,3.2s-0.5,3.2-1.9,3.2c-1.5,0-3.4-1.4-3.4-3.2S33.1,10.2,34.6,10.2z M50.5,10.2c1.7,0,3.2,1.4,3.2,3.2s-1.4,3.2-3.2,3.2c-1.7,0-3.3-0.9-3.3-2.6S48.7,10.2,50.5,10.2z M66.2,10.2c1.5,0,3.4,1.4,3.4,3.2s-1.9,3.2-3.4,3.2c-1.5,0-2.6-0.4-2.6-2.1S64.8,10.2,66.2,10.2z M82.2,10.2c1.7,0.8,2.6,1.4,2.6,3.2s-0.1,3.2-1.6,3.2c-1.5,0-3.7-1.4-3.7-3.2S80.5,9.4,82.2,10.2zM98.6,10.2c1.5,0,2.6,0.4,2.6,2.1s-1.2,4.2-2.6,4.2c-1.5,0-3.7-0.4-3.7-2.1S97.1,10.2,98.6,10.2z M113.4,10.2c1.2,0,2.2,0.9,2.2,3.2s-0.1,3.2-1.3,3.2s-3.1-1.4-3.1-3.2S112.2,10.2,113.4,10.2z&#039;\/%3E%3C\/svg%3E&quot;);\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t\t<h1 class=\"elementor-divider__text elementor-divider__element\">\n\t\t\t\t&nbsp;&nbsp; Topic categories &nbsp;&nbsp;\t\t\t\t<\/h1>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-01518ad elementor-widget elementor-widget-heading\" data-id=\"01518ad\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"#cus-details\">Customer Details<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-331868d elementor-widget elementor-widget-heading\" data-id=\"331868d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"#treat-comm\">Treatment Comment<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-24666ea elementor-widget elementor-widget-heading\" data-id=\"24666ea\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"#mc\">Medical Certificate<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f05209d elementor-widget elementor-widget-heading\" data-id=\"f05209d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"#customer-new-entry-form\">Customer New Entry Form<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-33e2a74 elementor-widget elementor-widget-heading\" data-id=\"33e2a74\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"#consultancy-form\">Consultancy Form<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-52a2b72 elementor-widget elementor-widget-heading\" data-id=\"52a2b72\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"#survey\">Survey<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0cd5185 elementor-widget-divider--view-line_text elementor-widget-divider--separator-type-pattern elementor-widget-divider--no-spacing elementor-widget-divider--element-align-center elementor-widget elementor-widget-divider\" data-id=\"0cd5185\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\" style=\"--divider-pattern-url: url(&quot;data:image\/svg+xml,%3Csvg xmlns=&#039;http:\/\/www.w3.org\/2000\/svg&#039; preserveAspectRatio=&#039;xMidYMid meet&#039; overflow=&#039;visible&#039; height=&#039;100%&#039; viewBox=&#039;0 0 126 26&#039; fill=&#039;black&#039; stroke=&#039;none&#039;%3E%3Cpath d=&#039;M3,10.2c2.6,0,2.6,2,2.6,3.2S4.4,16.5,3,16.5s-3-1.4-3-3.2S0.4,10.2,3,10.2z M18.8,10.2c1.7,0,3.2,1.4,3.2,3.2s-1.4,3.2-3.2,3.2c-1.7,0-3.2-1.4-3.2-3.2S17,10.2,18.8,10.2z M34.6,10.2c1.5,0,2.6,1.4,2.6,3.2s-0.5,3.2-1.9,3.2c-1.5,0-3.4-1.4-3.4-3.2S33.1,10.2,34.6,10.2z M50.5,10.2c1.7,0,3.2,1.4,3.2,3.2s-1.4,3.2-3.2,3.2c-1.7,0-3.3-0.9-3.3-2.6S48.7,10.2,50.5,10.2z M66.2,10.2c1.5,0,3.4,1.4,3.4,3.2s-1.9,3.2-3.4,3.2c-1.5,0-2.6-0.4-2.6-2.1S64.8,10.2,66.2,10.2z M82.2,10.2c1.7,0.8,2.6,1.4,2.6,3.2s-0.1,3.2-1.6,3.2c-1.5,0-3.7-1.4-3.7-3.2S80.5,9.4,82.2,10.2zM98.6,10.2c1.5,0,2.6,0.4,2.6,2.1s-1.2,4.2-2.6,4.2c-1.5,0-3.7-0.4-3.7-2.1S97.1,10.2,98.6,10.2z M113.4,10.2c1.2,0,2.2,0.9,2.2,3.2s-0.1,3.2-1.3,3.2s-3.1-1.4-3.1-3.2S112.2,10.2,113.4,10.2z&#039;\/%3E%3C\/svg%3E&quot;);\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t\t<h1 class=\"elementor-divider__text elementor-divider__element\">\n\t\t\t\t&nbsp;&nbsp; Hot Questions &nbsp;&nbsp;\t\t\t\t<\/h1>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8965ff4 elementor-widget elementor-widget-heading\" data-id=\"8965ff4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/17\/how-to-perform-sale-submission\/\">[SALE] How to perform sale submission?<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0f145a2 elementor-widget elementor-widget-heading\" data-id=\"0f145a2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/17\/how-to-restrict-user-access-the-system\/\">[ADMIN] How to restrict user access the system?<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ab669f7 elementor-widget elementor-widget-heading\" data-id=\"ab669f7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/17\/how-to-use-2-credit-coupon-to-redeem-the-item\/\">[SALE] How to use 2 credit coupon to redeem the item?<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c613bca elementor-widget elementor-widget-heading\" data-id=\"c613bca\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/17\/how-to-waive-payment\/\">[SALE] How to waive payment?<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-36899ce elementor-widget elementor-widget-heading\" data-id=\"36899ce\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/17\/customer-opening-balance-important-note\/\">[SALE] Customer Opening Balance Important Note!<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c3ea03 elementor-widget-divider--view-line_text elementor-widget-divider--separator-type-pattern elementor-widget-divider--no-spacing elementor-widget-divider--element-align-center elementor-widget elementor-widget-divider\" data-id=\"5c3ea03\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\" style=\"--divider-pattern-url: url(&quot;data:image\/svg+xml,%3Csvg xmlns=&#039;http:\/\/www.w3.org\/2000\/svg&#039; preserveAspectRatio=&#039;xMidYMid meet&#039; overflow=&#039;visible&#039; height=&#039;100%&#039; viewBox=&#039;0 0 126 26&#039; fill=&#039;black&#039; stroke=&#039;none&#039;%3E%3Cpath d=&#039;M3,10.2c2.6,0,2.6,2,2.6,3.2S4.4,16.5,3,16.5s-3-1.4-3-3.2S0.4,10.2,3,10.2z M18.8,10.2c1.7,0,3.2,1.4,3.2,3.2s-1.4,3.2-3.2,3.2c-1.7,0-3.2-1.4-3.2-3.2S17,10.2,18.8,10.2z M34.6,10.2c1.5,0,2.6,1.4,2.6,3.2s-0.5,3.2-1.9,3.2c-1.5,0-3.4-1.4-3.4-3.2S33.1,10.2,34.6,10.2z M50.5,10.2c1.7,0,3.2,1.4,3.2,3.2s-1.4,3.2-3.2,3.2c-1.7,0-3.3-0.9-3.3-2.6S48.7,10.2,50.5,10.2z M66.2,10.2c1.5,0,3.4,1.4,3.4,3.2s-1.9,3.2-3.4,3.2c-1.5,0-2.6-0.4-2.6-2.1S64.8,10.2,66.2,10.2z M82.2,10.2c1.7,0.8,2.6,1.4,2.6,3.2s-0.1,3.2-1.6,3.2c-1.5,0-3.7-1.4-3.7-3.2S80.5,9.4,82.2,10.2zM98.6,10.2c1.5,0,2.6,0.4,2.6,2.1s-1.2,4.2-2.6,4.2c-1.5,0-3.7-0.4-3.7-2.1S97.1,10.2,98.6,10.2z M113.4,10.2c1.2,0,2.2,0.9,2.2,3.2s-0.1,3.2-1.3,3.2s-3.1-1.4-3.1-3.2S112.2,10.2,113.4,10.2z&#039;\/%3E%3C\/svg%3E&quot;);\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t\t<h1 class=\"elementor-divider__text elementor-divider__element\">\n\t\t\t\t&nbsp;&nbsp; Feedback &nbsp;&nbsp;\t\t\t\t<\/h1>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a84c3d7 elementor-invisible elementor-widget elementor-widget-html\" data-id=\"a84c3d7\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;bounce&quot;}\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<form action=\"https:\/\/wesshelp.wessconnect.com\/feedback\/\"><button class=\"popmake-1520\" \nstyle=\"\npadding:30px;\nmargin-left:89px;;\nborder-radius:20px;\nfont-size:14px; \nfont-family:montserrat; \nletter-spacing:1.2px; \npadding-top:5px;\npadding-bottom:5px;\"><b>CLICK HERE<\/b><\/button><\/form>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-27e8449 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"27e8449\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8b1d689\" data-id=\"8b1d689\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8d1bc84 elementor-hidden-desktop elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"8d1bc84\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2ac23a73 elementor-hidden-desktop elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2ac23a73\" data-element_type=\"section\" data-settings=\"{&quot;animation_mobile&quot;:&quot;fadeInLeft&quot;,&quot;animation_tablet&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7a45e404\" data-id=\"7a45e404\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-661c3466 elementor-widget-divider--view-line_text elementor-widget-divider--separator-type-pattern elementor-widget-divider--no-spacing elementor-widget-divider--element-align-center elementor-widget elementor-widget-divider\" data-id=\"661c3466\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\" style=\"--divider-pattern-url: url(&quot;data:image\/svg+xml,%3Csvg xmlns=&#039;http:\/\/www.w3.org\/2000\/svg&#039; preserveAspectRatio=&#039;xMidYMid meet&#039; overflow=&#039;visible&#039; height=&#039;100%&#039; viewBox=&#039;0 0 126 26&#039; fill=&#039;black&#039; stroke=&#039;none&#039;%3E%3Cpath d=&#039;M3,10.2c2.6,0,2.6,2,2.6,3.2S4.4,16.5,3,16.5s-3-1.4-3-3.2S0.4,10.2,3,10.2z M18.8,10.2c1.7,0,3.2,1.4,3.2,3.2s-1.4,3.2-3.2,3.2c-1.7,0-3.2-1.4-3.2-3.2S17,10.2,18.8,10.2z M34.6,10.2c1.5,0,2.6,1.4,2.6,3.2s-0.5,3.2-1.9,3.2c-1.5,0-3.4-1.4-3.4-3.2S33.1,10.2,34.6,10.2z M50.5,10.2c1.7,0,3.2,1.4,3.2,3.2s-1.4,3.2-3.2,3.2c-1.7,0-3.3-0.9-3.3-2.6S48.7,10.2,50.5,10.2z M66.2,10.2c1.5,0,3.4,1.4,3.4,3.2s-1.9,3.2-3.4,3.2c-1.5,0-2.6-0.4-2.6-2.1S64.8,10.2,66.2,10.2z M82.2,10.2c1.7,0.8,2.6,1.4,2.6,3.2s-0.1,3.2-1.6,3.2c-1.5,0-3.7-1.4-3.7-3.2S80.5,9.4,82.2,10.2zM98.6,10.2c1.5,0,2.6,0.4,2.6,2.1s-1.2,4.2-2.6,4.2c-1.5,0-3.7-0.4-3.7-2.1S97.1,10.2,98.6,10.2z M113.4,10.2c1.2,0,2.2,0.9,2.2,3.2s-0.1,3.2-1.3,3.2s-3.1-1.4-3.1-3.2S112.2,10.2,113.4,10.2z&#039;\/%3E%3C\/svg%3E&quot;);\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t\t<h1 class=\"elementor-divider__text elementor-divider__element\">\n\t\t\t\t&nbsp;&nbsp; Hot Questions &nbsp;&nbsp;\t\t\t\t<\/h1>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5206b158 elementor-widget elementor-widget-heading\" data-id=\"5206b158\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/17\/how-to-perform-sale-submission\/\" target=\"_blank\">[SALE] How to perform sale submission?<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-75785cf8 elementor-widget elementor-widget-heading\" data-id=\"75785cf8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/17\/how-to-restrict-user-access-the-system\/\" target=\"_blank\">[ADMIN] How to restrict user access the system?<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-920890c elementor-widget elementor-widget-heading\" data-id=\"920890c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/17\/how-to-waive-payment\/\" target=\"_blank\">[SALE] How to waive payment?<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7de3b5ba elementor-widget elementor-widget-heading\" data-id=\"7de3b5ba\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/17\/how-to-use-2-credit-coupon-to-redeem-the-item\/\" target=\"_blank\">[SALE] How to use 2 credit coupon to redeem the item?<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e557763 elementor-widget elementor-widget-heading\" data-id=\"3e557763\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/wesshelp.wessconnect.com\/2021\/06\/17\/customer-opening-balance-important-note\/\" target=\"_blank\">[SALE] Customer Opening Balance Important Note!<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7542586c elementor-widget-divider--view-line_text elementor-widget-divider--separator-type-pattern elementor-widget-divider--no-spacing elementor-widget-divider--element-align-center elementor-widget elementor-widget-divider\" data-id=\"7542586c\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\" style=\"--divider-pattern-url: url(&quot;data:image\/svg+xml,%3Csvg xmlns=&#039;http:\/\/www.w3.org\/2000\/svg&#039; preserveAspectRatio=&#039;xMidYMid meet&#039; overflow=&#039;visible&#039; height=&#039;100%&#039; viewBox=&#039;0 0 126 26&#039; fill=&#039;black&#039; stroke=&#039;none&#039;%3E%3Cpath d=&#039;M3,10.2c2.6,0,2.6,2,2.6,3.2S4.4,16.5,3,16.5s-3-1.4-3-3.2S0.4,10.2,3,10.2z M18.8,10.2c1.7,0,3.2,1.4,3.2,3.2s-1.4,3.2-3.2,3.2c-1.7,0-3.2-1.4-3.2-3.2S17,10.2,18.8,10.2z M34.6,10.2c1.5,0,2.6,1.4,2.6,3.2s-0.5,3.2-1.9,3.2c-1.5,0-3.4-1.4-3.4-3.2S33.1,10.2,34.6,10.2z M50.5,10.2c1.7,0,3.2,1.4,3.2,3.2s-1.4,3.2-3.2,3.2c-1.7,0-3.3-0.9-3.3-2.6S48.7,10.2,50.5,10.2z M66.2,10.2c1.5,0,3.4,1.4,3.4,3.2s-1.9,3.2-3.4,3.2c-1.5,0-2.6-0.4-2.6-2.1S64.8,10.2,66.2,10.2z M82.2,10.2c1.7,0.8,2.6,1.4,2.6,3.2s-0.1,3.2-1.6,3.2c-1.5,0-3.7-1.4-3.7-3.2S80.5,9.4,82.2,10.2zM98.6,10.2c1.5,0,2.6,0.4,2.6,2.1s-1.2,4.2-2.6,4.2c-1.5,0-3.7-0.4-3.7-2.1S97.1,10.2,98.6,10.2z M113.4,10.2c1.2,0,2.2,0.9,2.2,3.2s-0.1,3.2-1.3,3.2s-3.1-1.4-3.1-3.2S112.2,10.2,113.4,10.2z&#039;\/%3E%3C\/svg%3E&quot;);\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t\t<h1 class=\"elementor-divider__text elementor-divider__element\">\n\t\t\t\t&nbsp;&nbsp; Feedback &nbsp;&nbsp;\t\t\t\t<\/h1>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1f3e2a5b elementor-invisible elementor-widget elementor-widget-html\" data-id=\"1f3e2a5b\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;bounce&quot;}\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<button class=\"popmake-1520\" \nstyle=\"\nmargin:auto;\ndisplay:grid;\npadding:30px;\npadding-top:5px;\npadding-bottom:5px;\nborder-radius:20px;\nfont-size:14px; \nfont-weight:bold;\nfont-family:montserrat; \nletter-spacing:1.2px;\"><b>CLICK HERE<\/b><\/button>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-bd26eed elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"bd26eed\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b19154f\" data-id=\"b19154f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-be0e916 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"be0e916\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-667bde74 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"667bde74\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;none&quot;,&quot;animation_mobile&quot;:&quot;fadeInRight&quot;,&quot;animation_tablet&quot;:&quot;fadeInRight&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-29a663ba\" data-id=\"29a663ba\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-5dd998ce elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5dd998ce\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-5f05f7a\" data-id=\"5f05f7a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3afa0c57 elementor-widget elementor-widget-heading\" data-id=\"3afa0c57\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Still need help? Don't worry, we're here to help<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-5b91f881\" data-id=\"5b91f881\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ac98ac8 elementor-align-center elementor-mobile-align-center elementor-tablet-align-right elementor-widget elementor-widget-button\" data-id=\"ac98ac8\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-xs\" href=\"https:\/\/wa.link\/f104ge\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"fab fa-whatsapp\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">WhatsApp us!<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Customer Customer Details How to add a new customer? https:\/\/wesshelp.wessconnect.com\/2021\/06\/15\/how-to-add-new-customer\/ Step 1: Click &#8220;CUSTOMER&#8221; Step 2: Click &#8220;CUSTOMER&#8221; Step 3: Click &#8220;NEW&#8221; Step 4: Fill in customer details Step 5: Click &#8220;SAVE&#8221; Last update: August 2025 How to edit customer details? https:\/\/wesshelp.wessconnect.com\/2023\/12\/13\/how-to-edit-customer-details-2\/ Step 1: Click &#8220;Customer&#8221; . Step 2: Click &#8220;CUSTOMER&#8221; . Step 3: Click [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-194","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/wesshelp.wessconnect.com\/zh\/wp-json\/wp\/v2\/pages\/194","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wesshelp.wessconnect.com\/zh\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wesshelp.wessconnect.com\/zh\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wesshelp.wessconnect.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wesshelp.wessconnect.com\/zh\/wp-json\/wp\/v2\/comments?post=194"}],"version-history":[{"count":467,"href":"https:\/\/wesshelp.wessconnect.com\/zh\/wp-json\/wp\/v2\/pages\/194\/revisions"}],"predecessor-version":[{"id":22867,"href":"https:\/\/wesshelp.wessconnect.com\/zh\/wp-json\/wp\/v2\/pages\/194\/revisions\/22867"}],"wp:attachment":[{"href":"https:\/\/wesshelp.wessconnect.com\/zh\/wp-json\/wp\/v2\/media?parent=194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}