Magento Open Source 2.3.x

This is the 2.3 Beta release version of Magento documentation. Content in this version is subject to change. For additional versions, see Magento Documentation and Resources.

Managing Customer Accounts

The Customers grid lists all current customer accounts, Use the standard workplace controls to filter the list, change the column layout, save views, and export data. The Actions control above the grid can be used to apply an operation to multiple customer records.


All Customers

To apply an action:

1. On the Admin sidebar, tap Customers. Then, choose All Customers.
2. In the first column of the grid, mark the checkbox of each record that you want to update. Then, follow the instructions for the action that you want to apply:
3. When complete, tap Save.
  • Actions Control

    Option

    Description

    Delete

    Deletes selected customer accounts.

    Subscribe to Newsletter

    Subscribes selected customers to newsletter.

    Unsubscribe from Newsletter

    Unsubscribes selected customers from newsletter.

    Assign a Customer Group

    Assigns selected customers to a customer group.

    Edit

    Allows some values of a single selected customer record to be edited from the grid. By default, the following values are available for a quick edit: Email, Group, Phone, ZIP, Web Site, Tax VAT Number, and Gender.

  • Column Descriptions

    Field

    Description

    Select

    Mark the checkbox to select customer records that are to be subjects of an action. Or, use the selection control in the column header to select/deselect all.

    ID

    A unique numeric identifier that is assigned when the customer account is created.

    Name

    The first and last name of the customer.

    Email

    The email address of the customer.

    Group

    The customer group to which the customer is assigned.

    Phone

    The phone number of the customer.

    ZIP

    The ZIP or postal code of the customer.

    Country

    The country where the customer is located.

    State/Province

    The state or province where the customer is located.

    Customer Since

    The date and time the customer account was created.

    Web Site

    The web site in the store hierarchy to which the customer account is associated.

    Confirmed Email

    Indicates if a confirmation email is required to be sent.

    Account Created In

    Indicates the store view from which the customer account was created.

    Date of Birth

    The date of birth of the customer.

    Tax / VAT Number

    If applicable, the tax number or value-added tax number that is assigned to the customer.

    This field is not the same as the VAT Number

    Gender

    The gender of the customer.

    Action

    Edit

    Opens the company account in edit mode.

    Additional Columns

    The following columns are available by changing the column layout of the grid.

    Company

    The company name of the customer.

    Street Address

    The street address of the customer.

    City

    The city where the customer is located.

    Fax

    The fax number of the customer, if applicable.

    Billing Firstname

    The first name in the billing address of the customer.

    Billing Lastname

    The last name in the billing address of the customer.

    Billing Address

    The address where billing information is to be sent.

    Shipping Address

    The address where orders are to be shipped.

    VAT Number

    The value-added tax number that is associated with the customer address. For digital goods sold in the EU, the VAT is based on the billing address of the customer.

    This field is not the same as the Tax/VAT Number.

    Account Lock

    Indicates the status of the account. As a security measure, customer accounts can be locked after too many login attempts. Values: Locked / Unlocked