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  • Managing Customers

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Managing Customers

You have to take good care of your customers. That means making sure their profile contains all the information you need to have a package shipped to them, following up on their support requests, creating special discount groups, knowing which orders have been completed and which have been abandoned, and much more.

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You can edit the account information for each of your customers, and even disable them, by clicking on the green checkmark or red "X", in the table shown. You can enable or disable an account, subscribe or unsubscribe them to an e-mail list, or subscribe or unsubscribe a customer from the e-mail list of a partner group.

Customers options

At the bottom of the tab, you can find a "Customers options" section with a single option: "Regenerate password". You can choose to limit the frequency at which a customer can generate a new password for his or her account. By default, it is set at 360 minutes – 6 hours.

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One last section is available: "Set required fields for this section". Clicking the link opens a form where you can select additional fields to mark as required when a user creates an account.

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Creating a new user

To create a user account manually, select "Add New". A form appears, requesting information about the customer.

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You can see ID, gender, e-mail, birthday, registration date, the number of orders and whether or not the customer is active.

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