HCL Commerce Version 9.1.7.0 or later

Changing account details

Use the Customer Service Hub to add a customer for selected stores and login as a CSR or Site Admin to change account details of the customer.

Procedure

  1. Open Customer Service Hub.
  2. Select a store where the selected shopper is registered.
    Note: The Account management column is only enabled after you select a store. Once you have selected a store you can change the account details.
  3. Click Customer Search, enter the search criteria and click Search. A list of shoppers related to the search criteria will be listed in search results table.
  4. From the list of shoppers in the search results, visit the respective shopper details page by going to Actions > Customer Details or click on Login ID of the shopper for whom you want to change the account details. This opens the Customer Information page.
  5. Click on Edit Customer details to change or update the existing information.
  6. Change the information that needs to be updated.
    Note: You cannot update an existing Login ID of the shopper.
  7. Click the Save button to save the updated information. The application displays a message Your changes have been saved successfully once the updated information is saved.