Managing Customers & Contacts

Step 1: Accessing Your Contacts

• Go to the Contacts or Customers page from the sidebar

• You’ll see a table of all your contacts

• Each row shows name, phone, order count, and creation date

Step 2: Understanding the Contacts Table

• Name: Customer’s full name

• Phone: Contact phone number

• Orders: Number of orders placed

• Created: Date customer was added

• Actions: Quick actions (View, Edit, Delete)

Step 3: Finding Specific Contacts

• Use the search bar at the top

• Search by name, phone, or email

• Results update as you type

Step 4: Filtering Contacts

• Click the filter icon in the table header

• Filter by:

• Date range (when they were added)

• Order count

• Status

• Click "Apply" to see filtered results

• Click "Reset" to clear filters

Step 5: Viewing Contact Details

• Click any contact row to open details

• Or click "View" in the Actions column

• Details include:

• Contact information

• Addresses (billing, shipping, postal)

• Order history

• Notes and tags

Step 6: Creating a New Contact

• Click "Create Customer" at the top right

• Fill in the form:

• General Info: First name, last name, email, phone

• Media: Upload profile picture (optional)

• Addresses: Billing, shipping, and postal addresses

• Click "Create Customer" to save

Step 7: Working with Multiple Contacts

• Check boxes next to contacts

• Or use "Select All"

• Available actions:

• Delete selected contacts

• Export selected contacts

• Bulk update (if available)

Step 8: Exporting Contacts

• Click "Export" (if available)

• Choose to export all, filtered, or selected contacts

• Download as CSV or Excel

• Includes contact details, addresses, and order information

Common Issues and Solutions

Can't View Contacts

• Solution: Check your permissions, make sure you selected the correct store, refresh the page

Import Failed

• Solution: Check file format (must be CSV), verify required columns are present, check data formatting

Can't Update Customer

• Solution: Verify you have edit permissions, check if customer exists, refresh the page

Tags Not Saving

• Solution: Make sure you press Enter after typing tag, refresh the page, check for errors

Order History Not Showing

• Solution: Check if customer has placed orders, verify order is linked to customer, refresh the page

Address Not Updating

• Solution: Make sure all required fields are filled, verify address format, save changes

Best Practices

1. Contact Management

• Keep information current

• Update addresses promptly

• Add notes about interactions

• Use tags for organization

1. Data Quality

• Verify email and phone formats

• Remove duplicate contacts

• Clean up outdated information

• Regular data review

1. Segmentation

• Use consistent tag names

• Keep tags simple

• Review tags regularly

• Use for targeted marketing

1. Customer Service

• Review order history regularly

• Use history for recommendations

• Track customer preferences

• Provide personalized service

1. Import Management

• Test imports with small files

• Verify data before importing

• Keep backups

• Review imported data