Create and edit customer records

Plan availability: Free. Customer record management is included on Free. The active production feature matrix is authoritative if an administrator changes an entitlement.

Create a customer

Add a customer record manually from the dashboard.

1. Open Create Customer.
2. Enter name, email, phone, and contact details.
3. Save, then open the new customer profile.

Review the customer profile

From Customers, open the relevant customer row to review orders, notes, account type, email verification, subscription state, contact touchpoints, and loyalty history. Use Message customer or Email customer when appropriate.

Deleting a login account

Deleting a customer login removes the login identity and signs the customer out, but existing orders and activity history remain on file.

Common problems

• Changing a guest record’s email does not automatically create an authenticated account.
• Do not use a checkout form email as proof of store-credit ownership.
• Conflicting email and phone identities are protected from automatic merging.

Next steps

• Manage customers in the directory
• Customer accounts and order history

Keywords

create customer, edit customer, customer profile, guest record, customer notes, delete login, merge