Managing Customer Information
When editing a Customer, you will be able to update personal details, view Loyalty scheme information, payments on account, delivery addresses and their order history, as well as adding and review Notes, merging customers or deleting their records completely.
Customer Details
| Field | Purpose |
| Title | Enter the Customer's Title |
| First name | Enter the Customer's First name |
| Surname | Enter the Customer's Surname |
| Address 1 | Enter the Customer's Address |
| Address 2 | Enter the Customer's Address |
| Town | Enter the Customer's Town |
| County | Enter the Customer's County |
| Postcode | Enter the Customer's Postcode |
| Country | Enter the Customer's Country |
| Email address |
Enter the Customer's Email address
Mandatory |
| Telephone | Enter the Customer's Telephone |
| Alternate Phone | Enter the Customer's Alternate Phone |
| How did you find us? | Choose from a drop down list; this is populated in Site Settings |
Resetting a Customer Password
If a Customer is unable to login to their account, you may reset their password. This will generate an email, which will be sent to their Email Address, and will contain a new password.
This should only be done
Mailing Preferences