Edit Customer

Use this screen to view customer information and to make changes to a customer account.

Name

The registered customer’s name. Generally, you would not need to make any changes to a customer’s name. However, you can change which fields are displayed and which are required, such as not showing the Title field. Their display is controlled by the Billing Address fields on the Commerce Setup > Order System > Shipping screen.

Account Status

A customer's account is Unlocked by default. You can set the account status to Locked to prevent a user from being able to access their account.

Note:

The Account Status lock is different from the lock caused by too many failed sign in attempts (see Password Retry Count below). If the Account Status is set to locked in the back office, only you can unlock the account by setting the Account Status to unlocked.

Password Retry Count

The number of unsuccessful sign in attempts made by the customer. If the customer reaches the limit (see Customer Registration Configuration to change how many attempts are allowed), they will be locked out of their account until they successfully answer their challenge question.

If a customer contacts you because they are locked out of their account and unable to answer their challenge question, confirm their identity, then provide them with a temporary password (click Change Password) and click Reset to reset the sign in attempt counter and unlock the account. The reset button will only appear if the customer has run out of sign in attempts.

E-Mail Format

Customers can request to receive e-mail in either plain text or HTML formats. This field shows you the current setting and allows you to change it if necessary.

The e-mail address that the customer used to register. The customer must enter this e-mail address and the correct password to sign in to the store.

Registration Date

The date and time when the customer registered with the store.

Group Membership

The customer group that you have assigned this customer to. You can change this group on the Assign to Group screen.

Save Payment Information

If you have this option enabled, customers can choose to have ShopSite save their payment information (credit card number, etc.) to save time on future orders, or they can enter their payment information each time they order. This field shows you whether they chose the save payment option.

Note:

Registered customer payment information is saved in an encrypted format, and cannot be viewed or downloaded by the merchant or anyone else. Once the information is entered the first time, even the customer cannot see the full card number. All credit card payment information is stored (except CVV2 values). For all other payment types, ShopSite only stores the associated address.

Tax Exempt

A checkbox to set whether or not the customer is tax exempt. The customer has no control over this field. Any customer wishing for Tax Exempt status should email the merchant with the request along with their Tax Exempt ID or Certificate and Expiration. If this checkbox is set, both the "Tax Exempt ID or Certificate" and the "Tax Exempt Certificate Expiration" fields should also be set.

Tax Exempt ID or Certificate

The customer's Tax Exempt ID or Certificate.

Tax Exempt Certificate Expiration

The expiration date for the Tax Exempt Certificate.

Change Password

Click this button to change the customer’s password.

Note:

If a customer has been locked out of their account for too many failed login attempts, changing the password will not unlock the account. You will also need to Reset the Password Retry Count.

When you are done making changes on this page, click Save to save the changes and return to the main Customer Registration screen, or click Cancel to return without saving your changes.