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