Customers

Search, add, inspect, and update customer contact details, addresses, and order history.

Use Customers to keep buyer records accurate and understand the orders connected to each person.

Why and when to use Customers

Open this section when you need to find a buyer, add a customer record, correct contact or shipping information, or review the person’s order history.

Availability and prerequisites

If setup cards appear instead of the admin menu, complete store setup first, then select Open Store Operations.

A customer can appear after checkout or be added manually.
The list labels records as Guest or Registered when that account information is available.
A saved Stock Location can be required by address-related store workflows, but it is not a claim that a customer address is a warehouse.
Use customer data only for the purpose and access allowed by your organization.

Open Customers

Entry path: Workspace → choose a store → Store Operations → Customers

Select a customer row to open their profile, available activity and journey details, and Orders. Select Edit to reveal the General form; Orders is hidden while you edit.

An empty list is expected before customers exist. No customer record was created for this example.

Main controls

Control	Why you use it	What happens when selected
Search customers…	Find a customer by known details	Filters the customer list after a short delay.
Refresh	Request current customer data	Reloads the list and related location data.
Create / Add Customer	Add a customer manually	Opens the customer-creation dialog.
Create in the dialog	Save the new customer	Creates a valid record and opens its detail page after success.
Customer row	Inspect one customer	Opens contact details, shipping address, account type, and order history.
Edit	Correct customer information	Opens General with names, read-only email, company, phone, and shipping-address fields. Orders is hidden while editing.
Orders section	Review the customer’s purchases	Shows connected orders or No orders yet in the read-only detail view.
Save	Apply changes without leaving	Saves valid edits and keeps the detail page open.
Back or close with unsaved changes	Decide what to do with edits	Opens an Unsaved Changes dialog with Save and exit and Exit without saving.
Save and exit	Apply changes and return	From the unsaved-changes dialog, saves valid edits and returns to the customer list.
Exit without saving	Discard edits after a warning	Leaves the detail page without applying unsaved changes.
Desktop list Delete icon / Delete	Remove a customer record	Opens a confirmation; confirming cannot be undone. The current mobile list does not show this action.

A manually created customer is enrolled in All subscribed customers. Add only a real record you are entitled to manage; do not create recipients just to explore the form. Empty activity or journey sections mean no events are available for that customer, not that the profile failed to save.

The empty list can show 0 Customers. Use the search, sort, and tag filters to locate records once customers exist. Clear filters before concluding a customer is missing.

Blank Create Customer dialog with required Email

The blank form shows the required Email and available optional fields. Create remains disabled until required information is supplied; no record was saved.

Add a customer

Select Create or Add Customer.
Enter the required Email. Add First Name and Last Name when known; review optional tags, address, company, phone, custom fields, and Memory only when you have relevant information.
Review the values for spelling and the intended customer.
Select Create once.
In the opened record, select Edit before adding optional company, phone, or shipping-address details.
Select Save, then return to the list and confirm the new row appears. If you leave with unsaved changes instead, choose Save and exit in the warning.
A valid new customer is automatically enrolled in All subscribed customers.

Update a customer

Search for and select the customer.
Select Edit. In the General form, review First Name, Last Name, the read-only Email, Company, Phone, and Shipping address.
Use Add to add the address information Runner requests, or Clear to remove the current editable address values.
Select Save to remain on the record. To save while leaving, use the back or close control and choose Save and exit in the warning.
Leave editing after saving, then inspect Orders to confirm the connected purchases.

States and limits

Guest means the record is not shown as a registered customer account; it can still have orders.
Registered identifies an account-backed customer record.
No customers yet and No orders yet are valid empty states.
Search filters the current project only.
Customer updates do not change historical order totals or payment states.
Recreating a customer does not override an earlier unsubscribe or an email provider’s suppression for that address.
Delete is explicitly irreversible and currently available from the desktop list only. Confirm the displayed email before continuing and retain data only according to your organization’s policy.

Troubleshooting

No customers found: Clear or shorten the search and verify that you opened the correct project.
Save fails: Complete required fields, correct the email or address, and retry once.
You cannot leave the record: Choose Save and exit or respond to the Unsaved Changes dialog with Exit without saving.
Orders are missing: Confirm the order used the same customer record or email and refresh both Customers and Orders.
Customer details fail to load: Return to the list, select Refresh, and reopen the row.