Customer Details Panel

ORDER MANAGEMENT > CUSTOMER > ACCOUNTS

Use the Customer Details panel to view and edit customer details.

Accessing the Customer Details panel:

Use the Scope Selector to select the relevant scope.

In the Navigation panel, select Customers.

Use the Customers Filter to filter the customers listing.

Double-click the customer that you want.

The Customer Details panel slides open.

The Customer table lists all selected Customers by Name, Email, Last Login, Date Registered, and Phone Number. Select a Customer record in the list to open the Customer Description panel which contains all the details for that Customer.

The Customer Details panel includes the following tabs:

Account Tab

The Account tab is displayed by default when you open the Customer Details panel. You can view and modify some of the default attributes of a customer account.

The Account tab includes the following fields and controls:


Name	Description
Email	Specifies the email address for the customer.
Last Name	Specifies the last name of the customer
First Name	Specifies the first name for the customer.
Phone	Specifies the primary phone number and extension, if any, for the customer.
Mobile	Specifies the mobile phone number for the customer.
Work	Specifies the phone number at work with extension, if any, for the customer.
Fax	Specifies the Fax number with extension, if any, for the customer.
Account Type	Indicates if the customer has a login account on the website (Registered User) or not (Unregistered User).
Preferred Language	Select a preferred language to use with this customer.
Username	Specifies the user name for the customer. By default, the email address is used.
Registration Date	Displays the date and time when the customer was created.
Account Status	Displays whether the account is Active or Inactive.
Last Activity	Displays the date and time of the last customer activity.
Last Login	Displays the date and time that the customer last logged in.
Last Password Change	Displays the date and time that the customer's password was last changed.
Reset Password button	Launches the New Password dialog box to send email to customer with a link, or change the password on Orchestration Console.
Account is locked until	Indicates that the customer account is Locked for a specified period of time. The account is locked after a specified number of login attempts or password resets have occurred in a specified period of time. Note: The time that the account is locked until is displayed.
Unlock button	When clicked the customers account is unlocked immediately.

For more information about Language Cultures, see Controlling Language Cultures.

For more information about resetting the customer's password, see Reset a Customer Password

Attributes Tab

In the Customer Details panel, the Attributes tab contains a properties grid that displays and allows you to edit any custom attributes.

The Attributes tab contains the following controls and commands:

Name	Description
Categorize view button	Displays the attributes in groups by category.
Alphabetic view button	Displays the attributes in alphabetic order.
Search Filter field	Filters the list of attributes based on the text entered.

For more information, see Controlling Attribute Views

Addresses Tab

Use the Addresses tab to manage the addresses associated with a customer. You can add, remove and edit addresses on this tab. You can also specify the preferred shipping and billing addresses.

The Addresses tab contains the following commands and controls:

Name	Description
Name column	Displays the name of the address.
Address column	Displays the full address.
Contact column	Displays the contact information for the contact person.
Preferred Billing	Indicates that the address is the customer's preferred billing address.
Preferred Shipping	Indicates that the address is the customer's preferred shipping address.
Delete Address icon	Allows you to delete the selected address.
Add Address icon	Launches the Edit Address lightbox to allow you to associate a new address to the customer.
Edit Address icon	Launches the Edit Address lightbox to allow you to edit the selected address.

Organizations Tab

An Organization represents a group of Customers linked for a particular purpose. For example, a business, a society, an association, or organizations. Organizations can be used to meet the clients business requirements, or for targeting purposes.

The Organizations tab contains the following controls and commands:

Name	Description
Name column	Displays the name of the address.
Address column	Displays the full address.
Contact column	Displays the contact information for the contact organization.
Manager column	Display the name of the manager of this organization.
Edit Organization icon	Launches the Edit Organization lightbox to allow you to associate an Organization with the customer.

For more information about associating a customer with an organization, see Associating an Organization with a Customer.

Stores Tab

Use the stores tab to view and modify the list of stores that are associated with a customer. You can also specify the customer's preferred store.

The Stores tab contains the following controls and commands:

Name	Description
Name column	Indicates the name of the store.
Address column	Indicates the address of the store.
Phone column	Indicates the telephone number of the store.
Active	Indicates whether or not the store is active.
Preferred	Allows you to specify the customer's preferred store.

For more information about Store associations, see Associating a Store with a Customer ,Removing a Store and Set the Customer's Preferred Store.

Orders Tab

Use the Orders tab to view the customer's order history as well as the status of each order.

The Orders tab contains the following controls and commands:

Name	Description
Number column	Indicates the order number.
Date column	Indicates the date the order was placed.
Status column	Indicates the status of the order (the order's lifecycle: New > Pending Process > InProgress).
Value column	Indicates the value of the order.
Ship To column	Indicates the shipping address used for the order.

For more information about Orders, see Copying an Order from a Customer Record andView Orders from a Customer Record

Active Carts Tab

Use the Active Carts tab to view the state and the results of a customer's shopping experience. This tab has two sections. The first, the Shopping Cart section, contains information about the items added to the customer's active cart. The second lists items that were added to saved carts, such as a wish list, for example.

The Active Carts tab contains the following controls and commands:

Name	Description
Shopping Cart section	Contains information about current active shopping carts.
Scope	The scope of the cart. Carts listed are those associated with the current scope and any related child scopes.
Date	The date on which the cart was created. Carts are sorted by descending creation date.
Quantity	The total number of items.
Total	The estimated total price of the cart, including discounts.
Other Carts	Contains information about named versions of the customer's shopping carts which have not been processed to become orders.
Scope	The scope of the cart. Carts listed are those associated with the current scope and any related child scopes.
Name	The given name of the cart.
Date	The date on which the cart was created. Carts are sorted by descending creation date.
Quantity	The total number of items.
Total	The estimated total price of the cart, including discounts.

For more information about Active Carts, see Creating Orders and Deleting a Cart.

Saved Payments tab

Use the Saved Payments tab to view a list of payment profiles associated to a Customer Record. The payment profiles shown in this tab are recorded when the credit card information is saved when paying an order.

The Saved Payments tab contains the following controls and commands:

Name	Description
Scope column	The scope of the Payment Provider to which the payment is associated.
Provider	The display name of the Payment Provider instance to which the payment profile belongs to.
Preferred	Defines the payment profile preferences.

For more information about Saved Payments, see Set a Preferred Payment Method and Deleting a Payment Method

REFERENCES

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Managing Customers

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Modify Customer Details