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Manage customer profiles, addresses, and segments
10 articles
Delete or anonymise customer records the right way — what gets removed, what stays for the books, and how to handle a data request.
What your customers see when they sign in — orders, addresses, subscriptions, downloads — and how to invite them to activate their account.
Move your customer list in or out by CSV — with column mapping on the way in and filters on the way out.
Create company records for your business customers — with tax IDs, pricing catalogues, contacts and order history in one place. Requires the Enterprise plan.
Keep internal notes on customer profiles — the context your whole team sees but the customer never does.
Net-terms invoices are your accounts receivable — orders placed by companies on payment terms and paid later. Track, chase and record payments here. Requires the Enterprise plan.
Label customers with tags and let the rules follow them — search visibility, B2B access and targeted marketing all key off customer tags.
Build per-company price books with group pricing rules and per-product overrides, then assign a catalogue to a company to give it negotiated prices. Requires the Enterprise plan.
Create customer records yourself — for phone orders, trade accounts and VIPs — with addresses and marketing preferences in place.
Spot and tidy duplicate customer records so spend history and marketing consent stay attached to one real person.