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Customers

Customers

See a complete view of each Customer and manage their information.

Managing Customer Records

Customer Profile Overview Sections/Blocks

Adding or Importing Customers in Bulk

Managing Addresses on a Customer Record

Edit History on a Customer Record

Merging Customer Records

Exporting Customers

Assigning Multiple Phone Numbers and Email Addresses to a Customer

Creating Website Logins for your Customers

Deleted a Customer? Here's How to Undelete Them

Options for Creating a Credit for a Customer

How Customers Can Delete Their Own Customer Accounts

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Emails

Subscribing a Customer

Differences Between Email Marketing Statuses

Bounced Customer Emails

Can the "Email Marketing Status" be set to "Subscribed" by default?

How Does the Magic Link Work?

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Notes & Tasks

Managing Notes, Tasks & Flags

FAQs

Are credit cards saved to a customer record after a website order?

When does a Card get saved (or not saved) to the Customer Profile?

How can I check which customers have bounced email addresses?

Can I Create a Customer Without an Email Address?

How can I export customer addresses?

Marking a Customer as non-taxable

What does this error mean: "This customer is currently blocked due to too many bad login attempts"?

Why can I only see 12 customers on the CRM > Customer tab?

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