Website Customers

admin panel admin panel can i change a customer's user type? can i change a customer's user type? yes, you (admin) can change the customer’s user type by editing customer details go to, customer >> action menu >> edit note you cannot change the user type of those store customers who have access roles defined can i assign default user group to customers? can i assign default user group to customers? yes, you can assign default user group to customers to assign a newly registered customer into a group, you just need to set a user group as default we have added a column in the “add user group” screen where you can make any user group as default so that when any of your customers register, they will be auto assigned to that default group can i edit the customer’s saved information? can i edit the customer’s saved information? yes, you can edit customers’ saved information such as their details, address details, customer settings, etc check managing customers to understand more can i stop spam customers from signing up, how? can i stop spam customers from signing up, how? yes, you can stop spam customers from signing up with the help of captcha to enable the captcha, navigate to the admin >> store configuration >> external service settings >> social sharing >> re captcha and enable can i manage customer extra fields and import data for the same? can i manage customer extra fields and import data for the same? yes, if you look to gather more information from your customers, other than the pre defined fields then you can create extra fields and import data for the previously added customers check the extra fields section of onprintshop can we add a customer wise customer extra field? can we add a customer wise customer extra field? no, it is not possible to add a customer wise customer extra field can i apply extra field rules based on the selection of customers? can i apply extra field rules based on the selection of customers? yes, you have the provision to apply different rules on the ‘extra fields’ with this feature, you can apply rules on fields and handle your dependent fields effectively on the front store sometimes, it so happens that certain dependent fields are to be shown/hidden based on the customer’s selection this scenario can be efficiently handled with this feature can i import my customer lists in bulk? can i import my customer lists in bulk? yes, with the help of an excel sheet you can import the customer list in bulk we need to follow the steps go to admin >> customers >> website customer click on the import button from the top right corner and follow the onscreen steps can we import only the address of our current customers? can we import only the address of our current customers? yes, you can import the shipping address and billing addresses of your existing customers with the help of an excel sheet we need to follow the steps go to the admin >> customers >> website customer click on the import address button from the top right corner and follow the onscreen steps can i export the website customer list to excel? can i export the website customer list to excel? yes, you can export the website customer list to excel to export, go to the admin >> customer >> website customers and click on the export to excel button from the top right corner of the screen is it possible to control the ‘agree to terms & conditions’ value? is it possible to control the ‘agree to terms & conditions’ value? yes, it is possible to control the ‘ agree to terms & conditions ’ value for this, you need to navigate to the admin >> store configuration >> site setting >> search for ‘agree to terms & condition’ and then select the value you want from the drop down note if enabled, the ‘agree to terms & condition’ checkbox will be visible on the storefront at registration (normal, quick & guest), contact us & newsletter subscription block storefront storefront what are the various types of customers that can access my store? what are the various types of customers that can access my store? three types of customers can access your store (if access is provided and depending upon your business model) b2b – the store customers b2c – the default store customers guest customers enable the guest login from site setting note – the guest checkout is available only for b2c customers, i e , default store customers how can my customers reset their passwords? how can my customers reset their passwords? they can reset their password by using the forgot password link (available in the login block) also, if they look to change their account password then, it can be managed from the my account section can the customers change their account email addresses? can the customers change their account email addresses? it is not possible to change the email address associated with the customer’s account from the storefront i e customers won’t be able to change it customers can create a new account with a new email address however, if the customers are looking to change the email address then, they need to contact the admin admin has the provision to change the email address of any customer from the edit customer page can my customers deactivate their customer accounts? can my customers deactivate their customer accounts? yes, the customers have the facility to delete their accounts on onprintshop with the “deactivate account” feature in the my account section the customer will only get this option either they don’t have any payments due or they are a registered customer (a guest customer will not have this facility) while deactivating the account, customers will be asked the reason for the same along with displaying a warning regarding the circumstances they may face afterward once deactivated, the customers will get an account deactivation email admin can view the comment entered by the customer while deactivating the account in the ‘view customers’ section of the customer’s account what entities can a customer manage from their account? what entities can a customer manage from their account? customers can manage/edit their profile details such as – name, phone number, secondary email, and other details (depending upon the configurations) they can also manage the following entities their orders their saved designs their quotes (if the module is enabled from admin panel) their reward points (if the module is enabled from admin panel) their images their qr code their addresses (billing and shipping) their pay on account (if enabled from admin panel) can customers do the checkout without an account? can customers do the checkout without an account? yes, customers can check out without an account by just entering their email id and proceeding to checkout this is called guest login in onprintshop to enable the guest login, go to the store configuration >> site setting >> customers and search enable guest customer login? setting and set it to yes when my customer is automatically logged out, will they lose the content of their carts? when my customer is automatically logged out, will they lose the content of their carts? no, if they have started their login session, added the products in the cart, and later logged out then, all their cart content(s) will remain as it is it will not be removed for guest customers, the products added to the cart will vanish after a certain duration will orders placed before the customer creates an account appear in their account? will orders placed before the customer creates an account appear in their account? when a customer views their account, orders placed before creating their account won’t be included however, all orders placed with the same email address will appear in their customer profile of the admin panel