The Customer Information Manager (CIM) service allows you to store your customers’ sensitive payment information on our secure servers for use in future transactions. CIM helps eliminate steps in the checkout process for repeat customers, potentially increasing loyalty and revenue. It can also help you comply with the Payment Card Industry (PCI) Data Security Standard, since customer information is no longer stored on your local servers.
This screen opens when you click Tools/Customer Information Manager from the main menu, and if you have signed up for Customer Information Manager. This page can list all the customers you have set up, displaying the Created Date, Profile ID, Customer ID, Email address, and Description for each.
From this screen, you can:
View or edit a profile either by clicking the Profile ID, or by selecting the profile and clicking edit profile.
Add a new profile by clicking +add profile.
Delete a profile by selecting the profile and clicking delete profile.
Search for one or more profiles. To do this, select Profile ID, Customer ID, Email or Description from the drop-down list box. Enter all or part of the information, and click Search.
You can also terminate your CIM Service agreement by clicking Discontinue Customer Information Manager (CIM) at the bottom of the page.