Modify or delete customers

Edit or remove a customer

To edit a customer, simply click the Edit button. Use the tabs at the top to navigate through your different options. To delete a customer, simply click the Delete button.

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Make sure to save!

Each tab is saved individually. If you save on one tab but have made changes to an additional tab, the additional tab will not be saved until you choose to. It's a good idea to save each tab as you go by clicking the Save Changes button.

Customer Tab

Field option

Is required?

Description

Status

Required

You can choose to activate or disable their login with a tick box.

Open Account

Optional

Unless you have selected to enable open accounts for all new users, by default this is unchecked. This option is used to give the ability for a specified user to submit orders without entering payment information.

Billing Address Management

Optional

You can choose whether your customer can add or modify their billing addresses.

Shipping Address Management

Optional

You can choose whether your customer can add or modify their shipping addresses.

Credit Card Payment

Optional

If credit card payments are enabled for your site, you can elect to turn them on or off specifically for this user.

Gift Cards / Budgets

Optional

If gift cards/budgets are enabled for your site, you can elect to turn them on or off specifically for this user.

Discounts

Optional

If discounts are enabled for your site, you can elect to turn them on of off specifically for this user.

Customer ID

Optional

This is an ID for internal use. This data field is included with internal order emails, fulfillment emails and order integrations.

Name

Required

You must enter a name for your user. Typically, this is their First Name and Last Name.

Title

Optional

This is your user's job title.

Location

Optional

If you have defined multiple addresses for the account's location, a drop-down list will be available. By default, this is set to n/a

Contact Type

Optional

If you have defined a list of department types, you may select one here. By default, this is set to n/a.

Phone

Optional

Email

Required

You must enter in a valid email address for this user. This will be their login for the site and where order receipts and statuses are sent to (if enabled).

Password

Required

Passwords must contain at least 8 characters.

Addresses

This tab provides a glance at this user's address book. If you are manually adding a user's billing & shipping address, note that the first entry will become their default. If you need to switch a different address to become the default, you can manage that via MyLiftoff. Additionally, your customers can manage their address book by logging into your website.

To add a new address, click the Add Address button.

Field option

Is required?

Description

Address Type

Required

Choose whether the address information you're entering is for Billing or Shipping.

Default Address

Optional

Check this box if you want to make this the default address for the address type selected.

Name

Required

Enter the name for this address type (often a Business or Individual's name).

Attention

Optional

This value is only present when selecting the Shipping address type.

Country

Required

By default, it is set to the United States. If you have elected to support additional countries, they will be available in the drop-down list.

Address

Required

Please note that by entering a zip code, the city & state will auto-populate.

Phone

Optional

This is the number associated with this address.

Custom fields

If you have previously defined any custom fields, this is where you will enter your data. Please see Custom Customer Fields/Registration for more information.

An example of Custom Fields in the Edit Customer settingsAn example of Custom Fields in the Edit Customer settings

An example of Custom Fields in the Edit Customer settings

Orders

Here you can find a list of all orders placed by the selected customer. If you wish to view additional details or interact with the order, click the View button. This will redirect you to the Orders section of My Liftoff. Please refer to the Orders section of the documentation for further information.

Orders tab of the Edit Customer settingsOrders tab of the Edit Customer settings

Orders tab of the Edit Customer settings

Roles

Here you can assign User Roles to the selected customer. This is optional as some users may not be assigned to any role. To assign a user to a role, simply check the box for the appropriate role and click the Save Changes button. For more information, please see User Roles.

An example of Role selection on Edit Customer settingsAn example of Role selection on Edit Customer settings

An example of Role selection on Edit Customer settings

Discounts

View or add a discount code specific to your customer. By clicking the Add Discount Code button, you will be redirected to the Discounts section under Ecommerce in My Liftoff. To understand how to create a discount, please see Discounts.

Gift Cards / Budgets

View, add, modify or delete Gift Cards or Budgets assigned to the selected customer. Please note that by clicking the Add Gift Card/Budget button or the Edit button, you will be redirected to the Gift Cards/Budgets section under Ecommerce in My Liftoff. To understand how to create/modify Gift Cards/Budgets, please see Gift Cards/Budgets.