Managing or Editing Customer Accounts

Article Number: 60 | Rating: Unrated | Last Updated: Sat, Sep 29, 2012 at 6:49 AM

Purpose:

To show where you can go in NRO to manage or edit a customer's account for them.

Solution:

Select Customers (horizontal top menu) / Manage Customers.
Select the customer record you want to manage or edit.
The sections on the left will take you into each aspect of the customer's account with your online store.
These Sections include:

Customer View - Overview of the customer account.
Account Information - Customer's name, email, etc. can be updated here.
Addresses - Holds all of the customer's shipping and billing addresses.
Orders - Orders this customer has placed with your online store.
Billing Agreements - Billing Agreements are not available for use in NRO.
Shopping Cart - Shows if the customer currently has any unpurchased items in their shopping cart.
Wishlist - Shows items on the customer's wishlist.
Newsletter - Newsletters the customer has been sent.
Product Reviews - Products the customer has submitted a review for.
Product Tags - List of product tags the customer has created.

WARNING: Some fields in the Account Information section of NRO cannot be changed. They must be altered in NCR Counterpoint. These fields will be greyed out as to not allow alteration.