Managing customer information

Permission required

This action can be performed by users with the View customers permission.

The Customers tab in NewStore Omnichannel Manager allows you to manage your customers. All customers that an associate sees in NewStore Associate App are also displayed in NewStore Omnichannel Manager.

Searching for and filtering customers

To search for customers, click the Customers tab.

Type the customer's name, email address, or phone number in the search box and press Enter. To sort the search results by a column, click the column header. You can sort by creation date/time, customer name, email, phone, the associate and the store for in-store customers.

Each header you click is added to the current filter as a filter criterion.

Displaying customer details

To see a customer's details, click Customer ID. This identifier helps you differentiate customers with similar name and contact information in your business.

The left sidebar displays details about when, where, and by whom the customer was created.

To see details of the customer's order and purchase history, click the order ID in the Purchase History section. The Customer ID is also displayed in the customer's order details.

Editing customer details

Permission required

This action can be performed by users with the Edit customers permission.

To edit customer details, click the Customers tab. Click the Customer ID. You can edit the customer's name, email, phone number, billing and shipping address. The Customer ID identifies the customer and helps you differentiate customers with similar name and contact information in your business.

note

You can change the email address for a customer. However, the same email address can't be added to multiple customers.

Merging customer profiles

Permission required

This action can be performed by users with the Merge customers permission.

To merge two customer profiles:

1. Navigate to the Customer Overview List. Alternatively, you can merge profiles from the individual customer profiles.

2. Click Merge Profiles and follow the on-screen instructions to select the source and destination profiles.

   • The source profile is the one that will be merged and then deleted.
   • The destination profile is the one that will be retained and updated with relevant information from the source profile.

The merge follows the rules described in the next sections.

Merge rules for profile details

When merging profiles, the following rules apply to the profile details (email, name, phone number):

• The email of the destination profile is retained, and the source profile email is deleted.
• If these details are specified in the destination profile, they remain unchanged.
• If these details are not specified in the destination profile, they are transferred from the source profile.

Examples:

Detail Type	Source Profile Value	Destination Profile Value	Post-Merge Destination Profile Value	Example
Email, Name, Phone Number	Value A	Value B	Value B (unchanged as per destination profile)	Email: goodbye@example.com (Source) / hello@example.com (Destination) → Remains hello@example.com (Destination)
Name, Phone Number	Value A	-	Value A	Name: Jon Doe (Source) / Not Set (Destination) → Becomes Jon Doe (Destination)
Name, Phone Number	-	Value B	Value B (unchanged as per destination profile)	Phone Number: Not Set (Source) / +15555555555 (Destination) → Remains +15555555555 (Destination)

Merge rule for orders

All orders associated with the source profile will be transferred and consolidated into the destination profile, ensuring that the destination profile retains a complete record of all transactions. This consolidation process may take a few minutes to complete.

Merge rule for addresses

Addresses from the source profile are added to the destination profile, enriching the address book details for the customer.

Merge rules for extended attributes

The following table outlines how extended attributes are managed during a profile merge:

Source Profile Attribute	Destination Profile Attribute	Post-Merge Destination Profile Attribute	Example
-	Value B	Value B (unchanged as per destination profile)	Loyalty ID: Not Set (Source) / Set (Destination) → Remains Set (Destination)
Value A	Value B	Value B (unchanged as per destination profile)	Shoe Size: 8 (Source) / 9 (Destination) → Remains 9 (Destination)
Value A	-	Value A	Shoe Size: 9 (Source) / Not Set (Destination) → Becomes 9 (Destination)

Related topics

• Modifying orders for customers