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Customer Detail Page

Everything the store knows about one customer on one screen: the five summary tiles including the RFM group, recent and draft orders, the Customer panel with its three separate marketing consents, store credit that can hold a balance per currency, the More actions menu where merging, privacy requests and deletion live, and a timeline you can resend an email from.

Updated
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8 min
On this page

The detail page is everything the store knows about one customer on a single screen: what they have spent, what they have ordered, how to reach them, what they are allowed to be sent, and a log of everything that has happened to their account.

It is the page you open before answering a customer, because it tells you who you are talking to before you say anything.

Before you begin

  • The customer has a record to open. Everything on this page belongs to one person, so there is nothing to read until a customer exists.
  • You know what you came for. The page is long, and the same record holds orders, addresses, marketing consent, tax status, credit and a timeline, each with its own control.
  • Your role includes View customers to read the page. Changing anything needs the permission for that action.
  • Open Customers in the admin sidebar and select a customer's name.

The top of the page

The top of a customer detail page. A breadcrumb reads Customers then Emma Laurent, with More actions and two chevron buttons at the right for stepping to the previous and next customer. Below sit five tiles: Amount Spent $798.00, Orders 1, Average order value $798.00, Customer since 4 months ago and RFM group POTENTIAL_LOYALISTS. Under them the Last order card holds order #1027 with its line item and the View all orders and Create order buttons, the Draft orders card holds one completed draft, and the Customer and Notes cards sit in the right column (opens full size)

Five tiles summarise the customer before you read anything else.

Card What it tells you
Amount Spent Their lifetime total, in your store's currency
Orders How many they have placed
Average order value What a typical order from them comes to, which is their spend divided by their order count
Customer since How long they have been on your books, phrased in plain words such as 2 months ago
RFM group Which of several groups the store puts them in from how recently, how often and how much they buy. Two seen on this store are CHAMPIONS, which the store's own segment templates describe as best customers, and POTENTIAL_LOYALISTS. It is worked out for you rather than set by anyone

The two chevrons beside More actions step to the previous and next customer in the list, which is quicker than going back and picking another row when you are working through several.

What is on the rest of the page

Section What it holds
Last order Despite the heading it lists several recent orders, not one, each with its number, status chips such as Paid, Fulfilled or Unfulfilled, the date and where it came from, and its line items with variant and price. View all orders and Create order sit at the foot
Draft orders Orders started but not placed, counted at the top and listed by number, date, OPEN or COMPLETED, and amount
Customer The panel on the right, holding contact details, address, marketing consent, tax status and notes, with one Edit control for the lot
Store credit What the customer can spend, held as one balance per currency. A customer with none reads No store credit. It shares a card with Tags in the left column, and the control is the pencil at the card's top right
Tags The labels on the record, shown as chips
Metafields Extra fields your store has defined, with View all and Add definition
Timeline Everything that has happened to the account, and a box for posting an internal note

On a customer who has never bought anything the page reads differently, and it is worth knowing before you conclude something is broken. The Last order card is still there but reads No orders yet, offers only Create order, and drops the View all orders button. The Draft orders card is not rendered at all rather than showing a count of zero, so its absence means no draft has ever been made for that customer.

The Customer panel

The panel opens holding Contact information and nothing else. Show more at its foot reveals Default address, Marketing and Tax details, and turns into Show less, so a reader looking for an address on a freshly opened record will not find one until they press it.

Everything you would call the customer's own details is here, under one Edit control rather than a separate one per field. It is a menu, not a button, and it holds five things:

Edit menu What it opens
Edit contact information Name, email, phone and the language they are written to in
Manage addresses The addresses on the record, including which is the default
Edit marketing settings The three consents
Edit tax details The customer's tax status
Add to company Attaches the customer to a company record

So every field in the panel below is changed from the same place, whichever card it appears under.

Part What it shows
Contact information Email with a copy button beside it, phone number, and which language they are written to in
Default address The address used unless an order says otherwise, including a company name if there is one
Marketing Three separate consents, Email, SMS and WhatsApp, each reading subscribed or not subscribed
Tax details Whether the customer is treated as tax exempt. It reports a state, reading Collect tax for most customers and something like Tax exempt (pending) for one with an exemption. The card only displays it; Edit, then Edit tax details is where it changes
Notes A short internal note about the customer, separate from the timeline. The card says in as many words that notes are private and will not be shared with the customer

Marketing is worth reading before any campaign. A customer can be subscribed on one channel and not another, and the panel is where that is settled rather than guessed.

Store credit can hold more than one balance

Store credit is not a single figure. It keeps a separate balance per currency, so a customer can show $677.00 and CA$787.00 on the same card, each spendable only in its own currency.

Read which currency you are looking at before promising a customer anything. Issuing and adjusting a balance is covered in Store Credit.

The More actions menu

Everything that changes or removes the record itself is in More actions at the top right, not on the cards.

Action What it does
Issue store credit Adds credit to the customer's balance
Merge Customer Folds this record together with another for the same person
Send account invite Invites the customer to use an account on your storefront
Contact customer Opens the way to write to them
Request customer data For answering a customer asking for a copy of what you hold about them
Erase personal data For answering a customer asking to be erased
Delete Customer Removes the record

The last three are the ones to be careful with. Request customer data and Erase personal data exist to answer a privacy request rather than to tidy the list, and what each one actually does once started is covered in Handle Customer Privacy Requests.

The timeline

The timeline runs newest first and records what was done and by whom, in the store's own words. Entries read like Staff added a tag, You placed order #1025, You fulfilled order #1014 and You requested return for order #1017, so it is a record of who did what rather than a list of states the account passed through.

Emails the store sent appear here too, each naming the email and who it went to, with a Resend email button beside it. That is the fastest answer to a customer who says they never received a confirmation.

The box at the top posts an internal note, up to 2000 characters, and says so plainly underneath: only you and other staff can see comments. Customer Notes covers the card and what belongs in it.

If something goes wrong

  • A change will not save. Your role may lack the permission for that particular action, such as Edit customers.
  • The customer says they got no email. Find the email in the timeline and use Resend email rather than sending it by hand.
  • The order you expect is missing. Check Draft orders. An order that was started but never placed sits there, not in the order history.
  • There is no Draft orders card. No draft has ever been made for this customer. The card is not rendered rather than shown empty.
  • The order card reads No orders yet. The customer has not bought anything. Only Create order is offered, since there is no history to open.
  • There is no address, marketing status or tax line on the Customer panel. The panel is collapsed. Show more at its foot reveals all three.
  • An action you were told about is not on the cards. Everything that changes or removes the record itself lives in More actions at the top right.

Next steps

Still stuck?

More in Customers

  • Customer Segments

    A segment is a saved question about your customers rather than a saved list, so its members change as they do. Tanqory gives you two ways to write that question, a query builder and a form of Field, Operator and Value filters, and this article covers both, plus the panel that starts closed, the AI Refine field and what to do when it answers with nothing, the forty-nine fields you can filter on, and everything the row menu lets you do to a segment afterwards.

  • Adding a Customer

    Creating a customer record by hand, from the Add Customer button to the saved record. Three fields are required and everything else can wait, the three marketing consents start unticked and are a record of what the customer agreed to rather than a way to opt them in, and the Save bar is on the form from the moment it opens.

  • Search the Customer List

    Finding one customer and finding a group are different jobs with different tools. The search box matches name, email and phone and nothing else, it searches inside the tab you are standing on rather than the whole store, and the thing people most often type into it, a tag, comes back as No customers found rather than as an error.

  • Viewing the Customer List

    The Customers page is where most customer work starts, and four bands sit above the table before you reach a single row. This article covers what each band is for, the segment bar and its templates, saving a tab of your own, and the ways out of the page to one record or to a file. It also takes the two controls that are easy to miss entirely: the selection bar, which does not exist until you tick a row, and the counter at the foot that tells a short list apart from the first page of a long one.

All 49 articles in Customers

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