Edit contact emails & addresses
For each customer ordering at your store, their name, address and other information will be added to your customer list. In this article, we will guide you how to edit a customer's information.
From your ShopBase admin, go to Customer and click on the customer whose information you want to edit.
In the customer's detail page:
You can add notes related to the customer in Customer Note section. These notes are visible to store staff only.
You can change basic customer information such as name, email, phone number by clicking Edit in Contact section. In the dialog box, you can view and edit the customer information. In addition to the basic information, you can tick Customer accepts email marketing in case customers agree to receive email marketing from the store and Customer is tax exempt if customers are eligible for tax exemption. Press Save.
You can change the client's basic information such as name, phone number and address by clicking Change under Default address, then click Edit address. In the dialog box, you can view and edit the customer information. After editing, click Save to save your changes, or Delete address if you want to delete the customer address.
Click Save.
Add a new customer
Import existing customer information by CSV file
Export existing customer information by CSV file
View customer's session history
Step by Step Tutorial
From your ShopBase admin, go to Customer and click on the customer whose information you want to edit.
In the customer's detail page:
You can add notes related to the customer in Customer Note section. These notes are visible to store staff only.
You can change basic customer information such as name, email, phone number by clicking Edit in Contact section. In the dialog box, you can view and edit the customer information. In addition to the basic information, you can tick Customer accepts email marketing in case customers agree to receive email marketing from the store and Customer is tax exempt if customers are eligible for tax exemption. Press Save.
You can change the client's basic information such as name, phone number and address by clicking Change under Default address, then click Edit address. In the dialog box, you can view and edit the customer information. After editing, click Save to save your changes, or Delete address if you want to delete the customer address.
Click Save.
Related articles
Add a new customer
Import existing customer information by CSV file
Export existing customer information by CSV file
View customer's session history
Updated on: 10/07/2023
Thank you!