Customers | The Customer Profile

The customer profile in Orbit gives you a single view of everything about a customer, bringing their contact details, marketing preferences, addresses, order history, payments, notes, tags, and custom fields together in one place.

From here you can email or note the customer, edit their details, review what they have spent and ordered, and manage their addresses — all without leaving the page.

Opening a customer profile

To open a customer profile:

• From the left-hand menu, go to Customers.

• Select the customer you want to view from the list.

The customer profile will open, showing the customer’s name and the date they became a customer at the top of the page.

Header actions

The header at the top of the profile shows the customer’s name, the date they became a customer, and a set of quick actions:

• Email — start an email to the customer.

• Note — add or edit an internal note about the customer.

• Edit — update the customer’s contact information.

The menu (the three dots) holds further options, including Edit contact information, Manage addresses, Edit preferences, and Delete customer.

Summary cards

Below the header, three summary cards give you a quick snapshot of the customer’s activity:

• Total spent — the combined value of the customer’s orders.

• Orders — the total number of orders the customer has placed.

• Last order — the date of the customer’s most recent order.

Contact information

The Contact information section shows the customer’s core details and their marketing and tax status:

• Name — the customer’s first and last name.

• Email — the customer’s email address.

• Phone — the customer’s phone number, if one is on file.

• Email marketing — whether the customer is Subscribed or Not subscribed to marketing emails.

• SMS marketing — whether the customer is Subscribed or Not subscribed to marketing texts.

• Tax status — whether the customer is Taxable or Tax-exempt.

Click Edit to update any of these details.

Default address

The Default address section shows the customer’s default shipping address, including their name, company, address lines, city, county, postcode, country, and phone number.

Managing addresses

To manage a customer’s addresses, click Manage (or Edit if a default address is already on file) in the Default address section, or choose Manage addresses from the menu. From here you can:

• Add a new address.

• Edit an existing address.

• Set an address as the default.

• Delete an address you no longer need.

When adding or editing an address, enter the name, company, address, city, county, postcode, country, and phone number, then save. Tick the default option to make it the customer’s default shipping address.

Orders

The Orders section shows the customer’s order history, so you can see every order they have placed and open any one of them for more detail. This is the quickest way to understand a customer’s buying activity over time.

Payments

The Payments section shows the payments linked to the customer’s orders, including the date, method, status, and amount of each payment.

Notes

The Notes section holds internal notes about the customer that only your team can see. Click Edit to add or update a note — useful for recording context such as preferences or past conversations.

Tags

The Tags section lets you label a customer with one or more tags. Click Edit to add or remove tags, which makes it easier to group and find similar customers.

Custom fields

The Custom fields section shows any additional information you have chosen to capture about your customers. These fields are defined in your settings and let you store details that are specific to your business.

Why the customer profile is important

The customer profile brings everything you know about a customer into one place, so you can answer questions quickly, keep their details accurate, and give a more personal level of service.

By using the customer profile, you can:

• See a customer’s contact details, spending, and order history at a glance

• Manage their addresses and keep them up to date

• Track marketing preferences and tax status

• Record notes and tags to organise your customers

• Capture extra information with custom fields

If you have any questions, please contact us at support@orbitcommerce.net