Learning resources

Customers - The Basics

Description: This category covers core customer administration tasks in the admin area. It explains how to create customer accounts manually, what key profile fields and role assignments mean, and how to manage account status and basic customer settings. It also covers bulk onboarding using the customer import spreadsheet, including how to fill required columns, handle validation errors, and manage large customer lists efficiently. The guidance also addresses common questions such as dealing with duplicate email issues, exporting customer and login reports via reporting, resetting passwords, and enabling additional address fields like company or phone details.

Status: Incomplete

Status: Incomplete

Status: Incomplete
Tags: customer management, customer account creation, manual customer setup, customer profile fields, customer roles assignment, active and inactive accounts, customer CSV import, bulk customer onboarding, customer template spreadsheet, import validation errors, duplicate email troubleshooting, password reset for customers, customer address fields, company and phone fields, customer and login reporting