Editing a customer

You can change a customer's details at any time from their profile. Contact details, addresses, marketing consent, notes and tags are each edited in their own window, so you only open the part you want to change. To create a record from scratch, see Adding a customer.

Considerations

• First Name, Last Name and Email are required. You cannot save a customer with any of them blank.
• Each customer in your store needs their own email address. Orbit will not save a second customer on an email address that is already in use.

Open a customer's profile

1. From your Orbit dashboard, go to Customers.
2. Find the customer in the list. You can use the search box above the table.
3. Click their name. Their profile opens.

The buttons you need are at the top right of the profile: Email, Note, Edit, and a three-dot menu with the rest. Each card on the page also has its own Edit button in the top right corner of the card.

Change contact details

1. Open the customer's profile.
2. Click Edit at the top right, or Edit on the Contact information card. The Edit Customer window opens.
3. Change the First Name, Last Name, Email or Phone Number.
4. For a phone number, pick the country code from the list on the left, then type the rest of the number on the right.
5. Click Save Changes. The message Successfully updated customer appears.

Tip: The same window opens from the three-dot menu, as Edit contact information.

Change marketing consent and tax status

1. Open the customer's profile.
2. Click the three dots at the top right.
3. Click Edit preferences. The Customer Preferences window opens.
4. Turn Email Marketing on or off. This records whether the customer agrees to receive marketing emails.
5. Turn SMS Marketing on or off. This records whether the customer agrees to receive marketing text messages.
6. Turn Tax-exempt on if this customer should not be charged tax on their orders.
7. Click Save Changes.

The Contact information card then shows the result as Subscribed or Not subscribed for each of Email marketing and SMS marketing, and Tax-exempt or Taxable for Tax status.

Warning: Only turn the marketing settings on when the customer has given you permission. Ticking them for someone who has not agreed can put you in breach of UK marketing rules.

Change the default address

1. Open the customer's profile.
2. On the Default address card, click Edit. The Edit Address window opens.
3. Change any of the fields: First Name, Last Name, Company (optional), Address Line 1, Address Line 2 (optional), City, State/Province (optional), Postcode / ZIP Code (optional), Country (optional) and Phone Number (optional).
4. Click Save Changes.

If the customer has no address yet, the card reads No address on file and the button reads Manage instead.

Add or remove an address

1. Open the customer's profile.
2. Click the three dots at the top right, then click Manage addresses. The Manage Addresses window opens and lists every address on the record.
3. Click Add New Address to add one, fill in the fields, then click Add Address.
4. To change or remove an address you already have, click the three dots on its row, then click Edit address, Set as default or Delete address.

The address in use carries a Default shipping or Default billing badge. A new customer's first address is used for both.

Note: Deleting an address cannot be undone. Orbit asks you to confirm first.

Change notes and tags

Notes and tags have their own cards further down the profile, each with an Edit button. Notes are private to your staff. Tags group customers for search, segments and targeted marketing.

• Adding notes to a customer
• Adding tags to a customer

Related guides

• Adding a customer
• Reading a customer profile
• Merging duplicate customers
• Deleting customers and GDPR requests