Customer Manager

• Customer Manager overview
• How can I use Customer Manager to target my marketing efforts?
• Which Access Manager roles have access to Customer Manager?

Using Customer Manager

• How do I see a customer's order history?
• How do I view a customer's information?
• What are filters used for?
• How do I generate and download reports?
• How do I search for a specific customer?
• Can I sort customer information displayed in the customer table?
• Adding, editing, and viewing customer notes
• What does a customer's total order value include?
• How is a customer's average order value calculated?
• What does "last order date" mean?
• What does a customer's order status history keep track of?
• Is a customer's email address also their account ID?
• What is a customer's display name?
• What does the order number link do?
• What does the tracking number link do?
• What does "item count" mean?
• What does "total orders" mean?
• Does Order Manager show if an order came from a registered customer?

Troubleshooting

• When I access Customer Manager, I see a message that no customers have been found. Why?
• I know a customer has placed more orders than are displayed in their order history. Where are the rest of the orders?
• Why aren't customer records displayed for the last date of my date range?
• How long does customer and order data take to update in Customer Manager?
• How long does it take for the "Registered Customers" count to update?