Adding a New Customer

When a customer registers in the storefront, you can view their information in Business Manager. You can add new customers in Business Manager and modify or delete customers (with the proper permission). See Customers.

Note: if you see unavailable fields, you have read-only permission. You can search for customers and view details such as ID, addresses, customer group membership, and active data, but can't change them. See your administrator if you require write access.
  1. Select site > Merchant Tools > Customers > Customers.
  2. On the Customers page, click New to create a new customer or click a customer number to edit a customer record.
    You can also delete one or more customers.
  3. On the Customer page, add or edit the information.
  4. Click Apply.
    The Addresses, Customer Groups, and Active Data tabs are now active.
  5. Click the Addresses tab, and then click New to add one or more addresses for this customer.
  6. Click the Customer Group tab.

    For a new customer, no customer groups appear. You must assign them in the Business Manager Customer Groups module.

  7. Click the Active Data tab to view customer activity.

    For a new customer, no active data appears.

  8. Click the Customer page General tab, and then Apply to apply your changes.