An agent can search, create, and edit a customer. The agent must have permission to use
Customer Service Center.
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Select .
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Click Find Customer.
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To create a customer, click Create
Customer and enter the required information.
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To find a customer, enter a portion of the customer's name.
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(optional) To filter by customer number, first name, last name,
email, company name, or phone click the Filter icon.
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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.
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To edit the customer name, email, whether the customer is
enabled, or preferred locale, click Edit
Customer.
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To reset the customer's password, click Reset
Password.
Note: 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.
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To view a customer's orders, click the Order
History tab.
The customer's order history across sites appears.
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To view the customer's baskets, click the
Baskets tab.
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To delete a customer basket, click the trash can icon beside the
basket.
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To see a customer's addresses, click the
Addresses tab.
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To remove a customer's address, click the trash can icon beside
the address.
Note: 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.
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To edit a customer's address, click the address ID.
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To create an address for the customer, click New Address.
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To browse the related storefront on behalf of the customer, click
Storefront.