Empower Your HighTech Business with a Customer Contact Database

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[Music] all right in this video let's review the customer settings and customer database so from your main menu on the admin portal if you click the customers tab it will take you straight to the database so everyone who's registered on your website for an account will appear in here regardless if they've placed an order or not so this works very similar to the order manager so if you've watched that video it's going to be kind of the same thing you can filter your customer database by any one of these column headers here so just by clicking that column it will filter my orders based off the last name from A to Z and the same thing for any one of those column headers there the spotlight search up here you can quickly search for a particular customer name contact information and if you want to break down a particular group of customers you can do that by hitting the filter button here on the top left and this is again very similar to filtering orders you can break down your database by the field filament method that the customer is assigned to their last purchase date tags the state they reside in so again you can get a pretty specific one filtering down your customers I'm going to leave that as is and go into one of these customer profiles as soon as you do that you'll have some basic information here at the top like their order count last purchase date any store credit they have as well as some contact information and here we have further contact information from the contact info tab if we move on to the address tab we have their shipping and billing address and if if you want to make any changes to any of these fields again you would just update and don't forget to click Save here we have the order history so it looks like this account has not actually placed an order but it will also show you if the customer has initiated a shopping cart so if they go to your online store page and add any items to their cart it's going to display here so basically this is just a someone who was shopping my website but didn't actually complete the order and you could if you wanted you could go into this order and again this is basically a review of the order details video but you could confirm the order manually here from from the backend by clicking the red confirm button and that would actually complete the checkout process for the customer but I'm just going to go ahead and click back and go back to the customer profile you can also include notes on a customer profile if there's anything you want to store on here you can again that's just internal reference now on the settings we have a few advanced options so if you want to make an account in active you can do so by toggling this button here and that basically would prevent this user from logging in on our website again so if you need to fire a customer I would recommend doing it this way instead of just deleting their encounter entirely that way their order history will still show up in your reports you can allow backordering for a certain account so that would give this user the privilege to order items that are out of stock so anything that wouldn't be available on the front end of our website based off of inventory being zero this customer would still be able to place an order so if you needed to allow those special privileges you can you can make this customer exempt from any fees that would apply to an order exempt from tax you can assign them to a different pricing group and there's more documentation on pricing groups and hopefully we'll do a video on that later on and we have delivery preference down here so you can change their default pickup method as well and the last thing we can do is apply store credit so if for some reason you needed to issue credit to your to any customer you would do so here through the customer settings as soon as I like if I put a credit in here the next time the customer goes to place an order on the front end of my website they will see the the credit apply at checkout so that's that's how you would manage any credit in your system you'll also see this apply on an order in the backend from the order details page down here at the bottom we can opt a customer out of any marketing related emails that we send from grace cart so here you would think of any custom emails that you would send the order deadline reminder so if a customer doesn't want to receive those type of emails you would just click this button moving on to the top right we can assign customer tags and this can be used for internal reasons if you need to tag and group certain customers top right we have an option to save any changes we're making we can log in as the customer on the front end of our website we can create an order for them on the back end so this would just allow you to create a custom order let's see you can reset their password so if someone forgets their password and you're struggling to log in you come back here click reset password and what that will do is basically create a random password for them and email it to their email address on file and the last option here from the actions drop-down is to delete an account and again I would I would really discourage ever having to use this feature because when you delete an account it will remove any of their order history from any reports that you run but other than that that's pretty much all the details you have oh wait we have on this billing tab here where you could change their default payment method so if you have credit cards enabled you would see any credit cards they have stored down here as well so you can make a particular credit card through default payment method as well as you could add a new card if I had credit cards enabled which I don't on this grace cart system it would appear down here where I could add a new card to their account so if someone wanted to update their credit card over the phone you can do so here on the backend and with that that's basically all the customer details thanks for watching you