Updating a Customer Profile

The left panel of the Customer Information page includes information about customer activity, such as when the customer last signed in or out of their account, addresses, order statistics, recent orders, shopping cart contents, product reviews, newsletter subscriptions, and so on.

Customer Profile

Update a customer profile

  1. On the Admin sidebar, go to Customers > All Customers.

  2. Find the customer in the grid and click Edit in the Action column.

  3. In the left panel, choose the type of information you need to edit.

  4. Make any necessary changes to the field values using the field descriptions for reference.

  5. When complete, click Save Customer or Save and Continue Edit.

If you want to undo all the edits made, click Reset in the top button bar to return all changes to the last saved version

Customer information

Customer View

The Customer View tab lists information about the customer, includes Personal Information, Reward Points Balance, and Store Credit Balance.

Account Information

The Account Information tab provides detailed information about the customer, where an Admin user can edit personal information, email, remote shopping assistance, date of birth, and attach customer to website or company.

Addresses

The Addresses tab contains the customer’s default billing and shipping addresses, and any additional addresses that they frequently use.

Quotes

The Quotes section lists each quote received and maintains for this customer.

Orders

The Orders grid contains a list of all current customer orders, the administrator can track their progress.

Returns

The Returns tab lists the current returned customer requests.

Shopping cart

The Shopping cart tab displays products that are currently in the cart, but for some reason, the purchase was not completed.

Wish List

A Wish List displays a list of products that a customer can transfer to the cart at a later date.

Store Credit

The Store credit tab displays an amount that is restored to a customer account, the admin can manage this value.

Gift Registry

The Gift Registry section lists the customer’s current gift registries and the associated event.

Newsletter

The Newsletter tab displays all emails sent to the current customer.

Billing Agreements

The Billing Agreements tab lists all PayPal billing agreements between the store and the customer.

Product Reviews

The Product Reviews tab displays all the reviews submitted by this customer.

Reward Points

The Reward Points section shows the current balance of reward points earned by the customer. An Admin user can manage this value.

Button bar

Button Description
Back Returns to the Customers page without saving changes.
Login as Customer Allows the ability for the merchant to login as the customer.
Delete Customer Deletes the customer account.
Reset Resets any unsaved changes in the customer form to their previous values.
Create Order Creates a new order that is associated with the customer account.
Reset Password Resets the password of the customer.
Force Sign-In Clears the tokens associated with the customer’s password and provides the administrator access to the account.
Manage Shopping Cart Provides access to the shopping cart of a customer.
Save and Continue Edit Saves changes and keeps the customer account open.
Save Customer Saves changes and closes the customer account.