Manage customers in the directory

Plan availability: Free. Customer records and accounts are included. Import, chat, push, SMS, and paid outreach have separate entitlements. The active production feature matrix is authoritative if an administrator changes an entitlement.

Open the directory

Open Customers. The page combines registered accounts, guest contacts, order history, notification preferences, and loyalty state.

Use the customer row

Open a customer to review lifetime value, orders, loyalty balance, contact touchpoints, account state, email/text subscription state, notes, and message/email shortcuts.

Common problems

• A guest contact is not automatically an authenticated customer account.
• Normalized email and phone identity matching can merge common records, but conflicting identities are intentionally protected.
• Customer data is tenant-scoped; never share a customer link across tenant domains.

Next steps

• Filter and segment customers
• Customer accounts and order history
• Import customers from CSV

Keywords

Customers, customer directory, guest contact, registered account, customer record, lifetime value