Set up Customer Accounts in Miva 5.5

Viewing Customer Accounts

When you click the Customers link in the Admin Menu; any customer who created an account with your store will be listed here.

The customers screen displays information about all customers who have created an account. Without customization, you can't force customers to create an account, so obviously not all of those who have shopped your store will be listed. To view all the details of the customer, locate the customer then click the Edit button. You will be able to review everything except for the customer's password.

Creating Customer Accounts

1. In the Admin Menu, click the Add link next to Customers
2. Enter the Login name, e-mail address and create a password for the customer. The login name can be letters, numbers, underscores and dashes. It cannot contain spaces or special characters. You will need to retype the password to confirm accuracy
3. If want to have the customer enter his or her own shipping and billing contact information when they login the first time, then just click the Add button. Otherwise, go to the next step
4. Click the Shipping/Billing Information link
5. Enter the customer's information
6. If you want to add just one customer click the Add button. You can click the Add + button to continue adding more customers

Editing Customer Information

1. In the Admin Menu, click the Customers link
2. Find the customer's listing you want to edit. You may have to navigate through the listings or use the search box
3. Click the Edit button to launch a new window with the customer's information
4. The only information you should usually consider changing on the Identification screen is the e-mail address. Since most customers create their own login and password (and can have any lost passwords e-mailed to them via the store), you should not change this information unless a customer requests you do so
5. Click the Shipping/Billing Information link
6. Here you can edit the customer's phone/fax numbers, company name, and shipping or billing addresses
7. Since no payment information is stored in this area, you won't have access to view or change this type of information
8. Once all changes have been made, click the Update button. If you have made no changes, or do not want to save your changes, click the Reset button

Deleting Customers

1. In the Admin Menu, click the Customers link
2. Find the customer you want to remove from the account list and check the Remove box
3. Click the Update button