Edit Customers

Created by Nefhy Webster, Modified on Tue, 6 Aug at 1:56 PM by Nefhy Webster

Estimated reading time, 6 minutes

It involves modifying information related to customers registered on the platform. These edits allow you to keep the information updated and correct, improve customer service, and personalize the shopping experience.

Description of Campos

Segment	Description
Name	The customer's first name.
Last Name	The customer's last name.
E-mail	The customer's e-mail address.
Phone	The customer's telephone number.
Type of ID	The type of identification the customer uses (e.g., ID card, passport).
ID Number	The customer's identification document number.
External ID	An identifier used by external systems or integrations.
Gender	The customer's gender (male, female, other).
City	The customer's city of residence.
Birthday	The client's date of birth.
Points	The number of loyalty points the customer has accumulated.
Registration Date	The date the customer registered on the platform.
Unique User ID	A unique identifier for the customer in the system.
Registration Code	A code associated with the customer's registration.
Sharing code	A code that the customer can use to refer others.
Generic Text 1-5	Additional text fields that can be used to store personalized information about the customer.
Generic Integer 1-5	Additional integer fields for personalized information.
Generic Date 1-2	Additional date fields for storing specific information.
Status	The current status of the customer's account (active, inactive, etc.).
Level	The membership level or status of the customer within the loyalty program.
View Purchases	Allows you to view the customer's purchase history.
View Orders	Allows you to view the customer's orders.
View Gift List	Allows you to view the gift lists created by the customer.
View Points History	Allows you to view the customer's loyalty points history.
Send Notification	Sends a notification to the customer.
Add Points	Adds loyalty points to the customer's account.
Send Gift	Sends a gift to the customer.
Change Level	Changes the customer's membership level.
Tags	Add or remove tags associated with the customer for segmentation.
Migrate Email	Changes the customer's email address.
User Notes	Additional notes about the customer.
User Memberships	Information about the customer's memberships.
Merge with another User	Merge the customer's account with another account.
Permanently Delete	Permanently deletes the customer's account.
Troubleshoot e-mail access	Helps the customer resolve email access issues.
View Gift Card List	Allows to view the gift cards associated with the customer.
Assign Password	Assigns a new password to the customer.
Send Passwallet	Sends the customer the information to access their digital wallet.
User Logs	Displays the customer's activity logs.
View Notification Logs	Displays the history of notifications sent to the customer.
Deactivate Customers	Temporarily disables the client's account.
Disable Clients	Permanently disables the customer's account.