Create and Manage Customer Records

An agent can search, create, and edit a customer. The agent must have permission to use Customer Service Center.

Select site > Merchant Tools > Ordering > Customer Service Center.
Click Find Customer.
To create a customer, click Create Customer and enter the required information.

When you create a new registered account, make sure you click the password reset button to enable new users to set their own password. Development work is required to implement the reset password hook.
To find a customer, enter a portion of the customer's name.
(optional) To filter by customer number, first name, last name, email, company name, or phone click the Filter icon.
To create an order for the customer, click New Order next to the customer's name and enter or select the information to create an order.

Order number length can't be more than 50 characters.
To edit the customer name, email, whether the customer is enabled, or preferred locale, click Edit Customer.
To reset the customer's password, click Reset Password.

Development work is required to implement the reset password hook. For details on using hooks to customize Customer Service Center, see Customer Service Center Hooks.
To view a customer's orders, click the Order History tab.

The customer's order history across sites appears.
To view the customer's baskets, click the Baskets tab.
To delete a customer basket, click the trash can icon beside the basket.
To see a customer's addresses, click the Addresses tab.
To remove a customer's address, click the trash can icon beside the address.

In Business Manager, you can manually add or update the billing and address form fields with dropdown values appropriate for your state or province and country. See Customer Service Center Customizable Areas.
To edit a customer's address, click the address ID.
To create an address for the customer, click New Address.
To browse the related storefront on behalf of the customer, click Storefront.

An agent can help a customer reset their password in Customer Service Center. The agent must have permission to use Customer Service Center.

Select site > Merchant Tools > Ordering > Customer Service Center.
Go to the Customer Detail page.
Click the password reset button.

The customer receives an email with a link to reset their password.

In order for the customer password reset to trigger sending the email, a developer in your organization has to implement the AfterPost hook.

The agent can edit a customer's first name, last name, or email in Customer Service Center. The agent must have the necessary permissions.

Select site > Merchant Tools > Ordering > Customer Service Center.
Find a customer.
Click Edit Customer.
Modify the customer's first name, last name, or email.
(optional) Click Enable to change the customer status.
Click Save.