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Go to customer grid

On the admin side bar, go to Customers > All Customer.

All Customers

Customer account actions

  1. On the Admin sidebar, go to Customers > All Customers.

  2. In the first column of the grid, select the checkbox of each record that you want to update.

  3. Follow the instructions for the action that you want to apply.

    The following actions can be applied to either single or multiple records.

  4. When complete, click Save.

Delete customer accounts

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

  1. Set the Actions control to Delete.

  2. When prompted to confirm, click OK.

Subscribe to newsletter

  1. Set the Actions control to Subscribe to newsletter.

  2. When prompted to confirm, click OK.

Unsubscribe from newsletter

  1. Set the Actions control to Unsubscribe to newsletter.

  2. When prompted to confirm, click OK.

Assign a customer group

  1. Set the Actions control to Assign a customer group.

  2. Choose the customer group to which all selected customer records are to be assigned.

  3. When prompted to confirm, click OK.

Edit a customer account

Method 1: Quick Edit

  1. In the first column, select the checkbox of the customer account to be edited.

  2. 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

  3. Update any of the following values, as needed:

    • Email
    • Group
    • Phone
    • ZIP
    • Web Site
    • Tax/VAT Number
    • Gender

  4. Click Save.

Method 2: Full Edit

  1. In the grid, find the customer record to be edited.

  2. In the Actions column on the far right, click Edit.

  3. Make the necessary changes to the company information.

Actions/controls

OPTIONDESCRIPTION
DeleteDeletes selected customer accounts. If the customer account belongs to a company admin for a B2B store, another company user must be assigned as admin before the customer account can be deleted.
Subscribe to NewsletterSubscribes selected customers to newsletter.
Unsubscribe from NewsletterUnsubscribes selected customers from newsletter.
Assign a Customer GroupAssigns selected customers to a customer group.
EditAllows some values of a single selected customer record to be edited from the grid. By default, the following values are available for a quick edit: Email, Group, Phone, ZIP, Web Site, Tax VAT Number, and Gender.
Set ActiveRemoves a block on selected customer accounts, and changes the status to Active. The customers can log in and make purchases from their accounts.
Set InactiveBlocks the selected customer accounts, and changes the status to Inactive. The blocked customers will not be able to log in or make purchases from their accounts. The customer account of a company admin cannot be set to Inactive. Another user in the company must first be assigned as company admin.

Columns

COLUMNDESCRIPTION
SelectManages 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.
IDA unique numeric identifier that is assigned when the customer account is created.
NameThe first and last name of the customer.
EmailThe email address of the customer.
GroupThe customer group to which the customer is assigned.
PhoneThe phone number of the customer.
ZIPThe ZIP or postal code of the customer.
CountryThe country where the customer is located.
State/ProvinceThe state or province where the customer is located.
Customer SinceThe date and time the customer account was created.
Web SiteThe web site in the store hierarchy to which the customer account is associated.
Confirmed EmailIndicates if a confirmation email is required to be sent.
Account Created InIndicates the store view from which the customer account was created.
Date of BirthThe date of birth of the customer.
Tax / VAT NumberIf 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.
GenderThe gender of the customer.
ActionEdit - Opens the company account in edit mode.
Additional ColumnsThese columns are available by changing the column layout of the grid.
CompanyThe company name of the customer.
Street AddressThe street address of the customer.
CityThe city where the customer is located.
FaxThe fax number of the customer, if applicable.
Billing FirstnameThe first name in the billing address of the customer.
Billing LastnameThe last name in the billing address of the customer.
Billing AddressThe address where billing information is to be sent.
Shipping AddressThe address where orders are to be shipped.
VAT NumberThe 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 LockIndicates the status of the account. As a security measure, customer accounts can be locked after too many login attempts. Values: Locked / Unlocked
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