Go to customer grid

On the admin sidebar, go to Customers > All Customer.

All Customers

Columns

COLUMN	DESCRIPTION
Select	Manages the checkbox selections for the customer records that are to be subjects of an action. You can also use the selection control in the column header to select/deselect all.
ID	A unique numeric identifier that is assigned when the customer account is created.
Name	The first and last name of the customer.
Email	The email address of the customer.
Group	The customer group to which the customer is assigned.
Phone	The phone number of the customer.
ZIP	The ZIP or postal code of the customer.
Country	The country where the customer is located.
State/Province	The state or province where the customer is located.
Customer Since	The date and time the customer account was created.
Web Site	The web site in the store hierarchy to which the customer account is associated.
Confirmed Email	Indicates if a confirmation email is required to be sent.
Account Created In	Indicates the store view from which the customer account was created.
Date of Birth	The date of birth of the customer.
Tax / VAT Number	If applicable, the tax number or value-added tax number that is assigned to the customer. *Note:* This field is not the same as the VAT Number.
Gender	The gender of the customer.
Action	Edit - Opens the company account in edit mode.
Additional Columns	These columns are available by changing the column layout of the grid.
Company	The company name of the customer.
Street Address	The street address of the customer.
City	The city where the customer is located.
Fax	The fax number of the customer, if applicable.
Billing Firstname	The first name in the billing address of the customer.
Billing Lastname	The last name in the billing address of the customer.
Billing Address	The address where billing information is to be sent.
Shipping Address	The address where orders are to be shipped.
VAT Number	The value-added tax number that is associated with the customer address. For digital goods sold in the EU, the VAT is based on the billing address of the customer. *Note:* This field is not the same as the Tax/VAT Number.
Account Lock	Indicates the status of the account. As a security measure, customer accounts can be locked after too many login attempts. Values: Locked / Unlocked

Customer account actions

On the Admin sidebar, go to Customers > All Customers.
In the first column of the grid, select the checkbox of each record that you want to update.
Follow the instructions for the action that you want to apply.
The following actions can be applied to either single or multiple records.
When complete, click Save.

Delete customer accounts

Deleted customer accounts cannot be restored. Information about customer activity and transactions is retained in the system.

Set the Actions control to Delete.
When prompted to confirm, click OK.

Subscribe to newsletter

Set the Actions control to Subscribe to newsletter.
When prompted to confirm, click OK.

Unsubscribe from newsletter

Set the Actions control to Unsubscribe to newsletter.
When prompted to confirm, click OK.

Assign a customer group

Set the Actions control to Assign a customer group.
Choose the customer group to which all selected customer records are to be assigned.
When prompted to confirm, click OK.

Edit a customer account

Method 1: Quick Edit

In the first column, select the checkbox of the customer account to be edited.
Set the Actions column to Edit.
The value of each value that can be updated appears in a text box. Only some values of the selected customer record can be edited from the grid.
Quick Edit
Update any of the following values, as needed:
- Email
- Group
- Phone
- ZIP
- Web Site
- Tax/VAT Number
- Gender
Click Save.

Method 2: Edit customer details

In the grid, find the customer record to be edited.
In the Actions column on the far right, click Edit.
Go to Customer Detail page, make the necessary changes to the customer information.

General information

Customer account information: admin can support customers to change account information such as name, date of birth, telephone number, profile picture.

Customer address: admin can view customer's saved addresses and create a new one.

Orders: admin can view orders placed by the customer.

Shopping cart: admin can view all items remaining in customer's cart.

Product reviews: admin can view all the reviews posted by the customer.

Wish List: admin can view items that customers add to their wishlist.

Function bar:
- Delete customer.
- Create Order: admin can support the customer to create an order from the back-end.
- Reset Password: Click to send a reset password email to the customer in necessary cases.

4. After finish, click Save to save the changes.

Page tree

Manage customer accounts