Edit a customer: details, tags, note and addresses

A customer’s page is the same in Multi-Store Sync and in the Dashboard. Open it from the customer list (see Find and browse customers). The page is read live from Shopify each time you open it.

The top of the page shows the account state and the number of orders and amount spent. Overview shows when the customer was Created, Last updated and their Email verification.

Change details, tags and note

1. In Details, change First name, Last name, Email or Phone.
2. In Tags, type a tag (for example VIP) and click Add. Click a tag’s remove button to take it off.
3. In Note (Multi-Store Sync) or Internal note (Dashboard), write a note. Only your team sees it; it never reaches the customer.
4. Save:
   • In Multi-Store Sync: click Save on the Shopify save bar, or Discard to undo your edits.
   • In the Dashboard: a bar shows Unsaved changes. Click Save, or Discard. If you try to leave with unsaved changes, you are asked Leave without saving?

Changes are written to Shopify at once. In the Dashboard they do not go through Approval Settings.

Add or edit an address

1. In Addresses, click Add address, or Edit on an existing address.
2. Fill in the fields. Country code is a two-letter code, for example US or VN. The address line, city and country code are required.
3. Tick Set as default address (Multi-Store Sync) or Set as default (Dashboard) to make it the default.
4. Click Save (Multi-Store Sync) or Save address (Dashboard).

To change the default later, click Make default on an address. To remove an address, click Delete and confirm. Deleting an address cannot be undone.

Tax settings

1. In Tax settings, tick Don’t collect tax if the customer is exempt from tax.
2. Under Tax exemptions, choose any specific exemptions that apply.
3. Save the page as above.

Related: Store credit, marketing consent and account invites, Merge or delete a customer.