Primary Customers: How to Create and Locate in Actum Portal

One of our newest features with the Actum Portal is Primary Customers. Namely, for merchants who frequently transact with a select group of clients or a dedicated client for their business, Primary Customers helps identify these individuals and/or businesses with transaction management.

Specifically, this entry reviews how to designate a Primary Customer and locate these in the Actum Portal.

Designating a Primary Customer

1. First, log into the Actum Portal by going to https://merchant.actumprocessing.com. Refer to the Multi-Factor Authentication (MFA): How to Use via Actum Portal article for further login instructions.
2. Next, on the left side menu, select Features and Procedures and choose Create Transaction.

3. Then, click on the New Primary Customer radio box.

4. Afterwards, reference our entry, How to Submit a Transaction Through the Actum Portal, on how to submit a transaction in the Actum Portal.

Locating a Primary Customer

1. After logging into the Actum Portal at https://merchant.actumprocessing.com, select Reports and choose Customers.

    

2. Then, the Primary Customers page populates.

3. Now, to view more information about a Primary Customer, click on a Primary Customer ID number.

4. Afterwards, information about the Primary Customer populates with data about the most Recent Transactions and Returns and a Customer Group, if applicable.

Creating New Primary Customer from Existing Client

1. After logging into the Actum Portal at https://merchant.actumprocessing.com, select Reports and choose Customers.

    

2. Then, click on the All Customers button.

3. Next, in the Selection Controls section of the All Customers page, enter the Company or Customer Name, the Bank Account #, the Routing #, Phone Number, Address, Email and State. Then, click on Update Selection.

4. Afterwards, the All Customers page populates all records pointing to the specified customer.

5. Upon verifying and confirming that the customer records are the same customer or business in question, click on the top left checkbox to select all of the records in the All Customers section, enter the most recent Primary Customer ID in the Set Primary Customer section and click on Create enter the Primary Customer ID number and click on Create Customer Group. The most recent Customer ID can be found in the All Customers section of the All Customers page.