Verifying a customer's identity

Use the Verify a Customer page to verify a customer's identity by asking the customer's security question.

 

    1. Choose one of the following:

    2. Search for and select the customer that you want to verify.

    3. Click Verify Customer Identity.

    4. Enter the customer's answer to the security question.

    5. Click Submit.

    6. Notes:

Related topics

Modifying the customer security question and answer on the Customer Details page

Adding or modifying a customer

 

Return to Customers