Customer Field Requirements
When adding a customer, enter as much information as you have available. We recommend that you fill the following fields to use Rerun to its fullest capability:- Customer First and Last Name
- Primary Email Address
- Phone Number (if you have it)
The email address will come in handy if you need to email the customer to log in to put in a payment method. The phone number is good to have on record for you to reference to if you should ever need to get in touch with your customer quickly.
Before adding a customer to a payment stream, you will need a billing address and a payment method added to the customer contact card. You can add these when you add a customer to a payment stream or you can add them when you are creating your customer cards.