Vae Guide

All Customers (list view)

By default, the Customers tab will show you a list of all customers:

To view a customer, click on their name.

Adding a Customer

To add a new customer to the website account, click the Create New link at the top right corner of the Customers list. An Add Customer form will be displayed with the following fields:

Clicking the Add Customer button will reveal this form:

  1. Name - Full name of the customer.

  2. E-Mail Address - E-Mail address of the customer. For stores that implement a login feature, the E-Mail address is used as the username for logging in.

  3. Set Password and Confirm Password - Choose a password for this user. For stores that implement a login feature, this password is used to authenticate customers. You may also leave this field blank.

  4. Tags - Specify a list of tags separated by commas. You may tag customers however you'd like, for example: VIP, AttendedSeminar, etc. On the Newsletter tab, newslettters can be sent to groups targeted by tag.

Click the Add Customer button to complete the process of adding the customer.

Editing a Customer

To edit a customer, simply click the Edit icon next to that customer in the Customers list. This will open an Edit Customer form with the same fields as above:

Click the Save Customer button to complete the process of editing the customer.

Removing a Customer

To remove a customer, simply click the red Delete icon next to that customer in the Customers list:

The customer will be deactivated immediately. After you delete a customer, they will no longer be able to log in on your website. If the customer is currently logged in, they will not be kicked out of their current session.