Editing Customer Details

The Customer Details page shows a customer's profile information and history. For previously added customers, the following details can be viewed and edited.

Information on the Customer Details Page

Customer Information

• First Name: the customer's first name.
• Last Name: the customer's last name.
• Email: the registered email address of the customer.
• Phone Number: the contact number associated with the customer.
• Company: the company name.
• Date of Birth: the customer's birthdate, if provided.
• Account Created On: the date and time the customer account was created.
• Last Ordered On: the date and time of the customer's most recent order, if any.

Loyalty Programs

• Name: the loyalty program the customer is enrolled in.
• Tier: the customer's current tier in the loyalty program.
• Points: the total loyalty points earned by the customer.
• Progress: the customer's progress toward the next loyalty tier.
• Credit: the customer's available credit balance.

Orders

• Order No.: a unique order number for each transaction.
• Type: the type of order, such as Online Order, Pickup, or Delivery.
• Store: the store where the order was placed.
• Requested At: the date and time the order was placed.
• Status: the order's current status, such as Open, Closed, or Canceled.
• Order Total: the total amount paid for the order.

Addresses

• Address: the customer's saved address or addresses.
• Unit: the unit number, if applicable.
• Last Used: the last date and time the address was used.

Communication Preference

• Type: the customer's communication method preferences.
• Email: indicates whether the customer has opted to receive email notifications.
• Push: indicates whether the customer has enabled push notifications.
• Order Notifications: indicates whether the customer has enabled order-related notifications.

Notes

• Note: any internal notes added for the customer.
• Updated: the last updated date for each note.

How to Edit Customer Information and Notes

The steps below cover how to edit basic customer information, add notes, and edit or delete notes:

To update the email address a customer uses to log in, see Updating Customer Email Addresses.