Edit Customer

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

Note:

You cannot view or change a customer’s "ship to" addresses or payment information.

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 login attempts. When a registered customer enters an incorrect password too many times in a row (see Customer Registration Configuration to change how many attempts are allowed), the account will be locked, but the Account Status in the back office will not change. The failed login lock will be removed if the customer successfully answers their challenge question. 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.

Unlocking the Account Status will also remove a failed login lock, if one exists. This makes it possible for you to unlock an account if a customer is unable to answer the challenge question. After verifying the customer's identity, lock and then unlock the Account Status to remove the failed login lock, then change the password and inform the customer of the temporary password and advise them to change it immediately after logging in.

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.

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. For more information on this subject, see the note in Account Status.

ShopSite Help and Resource Center
Last updated: May 23, 2008
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