Customers
See a complete view of each Customer and manage their information.
Managing Customer Records
- Customer Profile Overview Sections/Blocks
- Adding/Importing/Updating 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
- Customer Importer Tool
- How to Add an Image/Picture to a Customer Profile
Emails
Notes & Tasks
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?