Customers overview

Customer profiles keep contact details, notes, billing and delivery addresses, tags, custom fields, order history, and documents together for the selected location.

Staff-created and storefront-created customers use the same records. Storefront credentials and sessions are separate from staff authentication. A customer can have several addresses and one default for each purpose. Orders copy immutable address snapshots, so correcting a customer’s current address does not alter past documents.

Customer tasks

• Create and maintain customers
• Use customer addresses and history

Customer identity and staff collaboration

Use one customer record for the same customer where possible, and check existing profiles before creating another. Customer merge and deduplication are not available. A customer can keep multiple Personal or Company billing addresses and choose the correct identity per order.

Staff comments and mentions stay with the customer record. They are internal collaboration, separate from storefront authentication and document-sharing emails. See comments and notifications.