Understanding Customer Accounts
⏱︎ 1 minute
Customer accounts are where important customer details like purchase history, contact information, and customer notes and question answers are stored.
It is also where you can access and affect past customer orders, like if you needed to provide refunds or exchanges.
Accessing a Customer Account
1. Log in and navigate into your department.
2. On the left side menu, go to Customer Relationship Management → CUSTOMER SEARCH TOOL.
3. Search the customer information and find the customer account under the Log In Accounts header.
4. Click ACCESS ACCOUNT.
Not seeing the customer under Log In Accounts?
It's possible the customer checked out as a guest. In this case, look under the GUEST ACCOUNT header, and see if you find their details there. You can then access the order, and could link the order to an existing customer account, invite the customer to create a login account, or could set up a new customer account on their behalf, if needed.
5. This is the customer account. Each element is described below.
Understanding a Customer Account
Customer Information
This is the customers information and account details.
Customer Contact Information
Details
Accounts
Tags
Customer Notes
Customer Contact Information
This section is the contact information. If you need to edit their info, click the pencil.
The edit pencil will allow you to update their information. Click UPDATE when complete.
Details
Details includes some stats about the customer. If you need to update their mailing list status (or, if they wish to be contacted via email), click the pencil next to the section.
Choose the updated contact type, and click UPDATE.
Accounts
Accounts is where to reset a password.
Tags
Tags can be used to identify and group customers together. You can then use these tags within the list builder for future marketing.
Click the edit pencil and you can add tags. Be sure to SAVE.
Customer Notes
Customer Notes is free space to add details about the customer and/or your interactions, if need.
Click the edit pencil to add notes, and click SAVE when complete.
Customer Purchases
This portion of the customer account includes multiple views for all that the customer has purchased.
To change the sorting, click the up or down arrows within a column.
Tickets
Orders
Items
Packages
Donations
Tickets
Orders
Items
Packages
Donations
For more information on how to use the Customer Relationship Management tool, view our articles here.
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