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The Customers Page

The Customers page carries two subjects that people come looking for separately, the page around the table and the table itself, and each has a detailed article of its own. This page is the signpost between them: one table that matches what you came to do against the article that covers it.

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The Customers page lists everyone who has an account with your store or has bought from it. It is one screen, but it carries two subjects that people come looking for separately: the page around the table, and the table itself.

The split between the two is worth understanding before you pick, because it decides which article answers your question.

The page is everything that decides which customers you are looking at. That covers narrowing the list to a group, jumping to one person, saving a list you come back to, and acting on several at once. Reach for it when the list in front of you holds the wrong people, too many of them, or too few.

The table is everything that decides what you see about each of them: which of the twenty columns are showing, the order they sit in, and the sort. Reach for it when the right customers are on screen but the fact you came for is not.

A third thing is neither: anything that belongs to one customer rather than to the list, such as their orders, notes or store credit. That is on the customer's own record, which opens when you select their row.

Which article you need

If you came to Read
Narrow the list, search it, save a view, or act on several customers Viewing the Customer List
Change which columns the table shows, reorder them, or sort The Customers Table
Find something in the Customers area that is not on this page Customers Overview

Next steps

Still stuck?

More in Customers

  • 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.

  • Customer Tags

    A tag gives a group of customers a name so it is already assembled when you need it. This article covers where tags are set, one record at a time or in bulk from the list, what a tag is actually good for once it exists, and the one thing it will not do, which is answer the search box.

  • Edit a Customer Record

    The Edit control on the Customer panel opens five things, not four: contact information, addresses, marketing consent across three channels, tax details, and adding the customer to a company. This walks each dialog, what it asks for, which fields are required, and which of them the store acts on without asking you again.

  • Customer Privacy

    Customer privacy is spread across three places in the admin: a settings page for what applies to everybody, the actions on one customer for what one person has asked, and a queue of requests waiting to be approved or rejected. This article maps the settings page row by row and says which of the three you want.

All 49 articles in Customers

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