The Customers feature of Lead Commerce consists of the following sections:
|Customer Type||This is the Customer Type that this customer record is associated to. This can be changed but is a required field when creating a new customer for the first time. Additionally, any customers that are created from the storefront checkout will be automatically associated to Customer Type ID 1 (One).|
|Status||This is the current status of the customer record. The status can be Active, Inactive and Archived. A customer can deactivate themselves by choosing the Cancel My Account option in the customer portal.|
|First Name||This is the first name of the customer.|
|Last Name||This is the last name of the customer.|
|Email Address||This is the customers primary email address. Please Note: The customerâ€™s email address is also used for their login for the Customer Portal.|
|Phone||This is the main telephone number for this customer.|
|Fax||This is the main fax number for this customer.|
|Company||This is the Company this customer belongs to. for more information on Company see the Companies feature and online documentation.|
|Subscribe to Newsletter||This option indicates whether a customer agreed to sign up for email marketing either through the storefront checkout or by selecting that option in the customer portal.|
|Name||Full name of the shipping or billing contact.|
|Status||The current status of this address.|
|Region||The region selected for this address. The region that is selected will determine the state that is available in the state drop down menu.|
|Phone||The phone for this particular shipping or billing address.|
|Address 1||The primary address for either the shipping or billing of this address.|
|Address 2||The secondary address for either the shipping or billing for this address.|
|City||The city for this address.|
|State||The state for this address.|
|Zip Code||The zip code for this address.|
|Business Name||This is the name of the business if this is entered in when creating an order in the back office.|
|Default Shipping Address||This option allows you to specify a default shipping address for this customer.|
|Default Billing Address||This option allows you to specify a default billing address for this customer.|
|Login||The email address of this customer which is also used for the customer portal login area.|
|Secret Question||The secret question the customer has selected in the customer portal.|
|Secret Answer||The answer to the secret question they have selected.|
This section of Customers is a table view of all current support tickets that have been associated to this customer account.
This is a view of all opportunities that have been assigned to this customer account.
This is a view of all segments that this customer belongs to.
This is a view of all orders that this customer placed in your store.