Customers
The Customers section is your centralized hub for managing every aspect of your customer data -- profiles, addresses, payment settings, order history, loyalty balances, activity analytics, and integrations. Every customer interaction across calls, conversations, and orders feeds back into a single profile, giving your team a complete picture without switching between systems.
Why customer management matters
Most e-commerce teams manage customer data across multiple disconnected tools -- one for orders, another for support tickets, another for marketing lists. When a customer calls or chats in, agents scramble to piece together context from different screens.
UltraCart brings all of that into one place. When a customer contacts you via phone, SMS, or webchat, their profile is automatically matched and displayed. Your agent sees billing addresses, recent orders, store credit balances, and account preferences without leaving the conversation. When they place an order, the profile already has their saved addresses, payment methods, and pricing tiers applied.
This unified approach means:
No context switching. Customer data, order entry, conversations, and calls are all in the same interface.
Automatic customer matching. Inbound callers and chat visitors are identified and matched to their profile in real time.
Cross-channel history. Orders, call records, chat transcripts, and SMS threads are linked to a single customer timeline.
Granular controls. Payment options, shipping preferences, tax exemptions, and pricing tiers are configured per customer.
Key capabilities
Search and filtering -- find customers by email, name, phone, tags, pricing tier, address fields, dates, and more. Configure which columns display in your list view.
General settings -- manage login credentials, signup details, tags, CC email notifications, and custom properties.
Billing addresses and payments -- store multiple billing addresses and credit cards. Control checkout options like purchase orders, COD, quotes, drop shipping, coupons, and order limits. Assign pricing tiers.
Shipping addresses -- store multiple shipping addresses with defaults. Configure free shipping thresholds, third-party carrier billing, and marketing mail preferences.
Orders and quotes -- view complete order and quote history without leaving the customer profile.
Loyalty and store credit -- track cashback or points balances, view ledger history, and add manual adjustments.
Activity and analytics -- visualize customer behavior with charts, metrics, and a filterable activity timeline. View UTM attribution data and email/SMS subscription status.
Email memberships -- manage email list subscriptions and view segment memberships.
Reviews -- configure reviewer profiles and view review statistics.
Taxes and exemptions -- set tax-exempt status and configure integration-specific IDs for Avalara, TaxJar, and Sovos.
Accounting integrations -- connect to QuickBooks with class, terms, and tax exemption codes. Assign affiliates and sales reps.
Uploads and attachments -- attach files like contracts, documents, or signed forms to the customer record.
Software entitlements -- manage software license keys and entitlements tied to purchases.
Navigating the customer detail page
You reach a customer's detail page by selecting a customer from the customer list. The detail page uses a sidebar navigation on the left with tabs for each feature area:
Tab | Description |
|---|---|
General | Login credentials, signup info, tags, CC emails, custom properties |
Billing | Billing addresses, credit cards, checkout controls, pricing tiers |
Shipping | Shipping addresses, free shipping, third-party billing, marketing mail |
Accounting | QuickBooks settings, affiliate and sales rep assignments |
Loyalty | Cashback or points balances and ledger history |
Orders | Complete order history |
Quotes | Quote history |
Reviews | Reviewer profile and statistics |
Uploads | File attachments |
Taxes | Tax exemptions and provider-specific IDs |
Software | Software license entitlements |
Memberships | Email list subscriptions and segment memberships |
Activity | Behavior analytics, timeline, UTM data, email/SMS status |
Select Back to Customer Table at the top of the sidebar to return to the customer list.
Key terminology
Term | Definition |
|---|---|
Customer profile | The complete record for a customer, containing all data across every tab. |
Pricing tier | A named pricing level that controls product prices shown to the customer. Customers can belong to multiple tiers. |
Store credit | A monetary balance on the customer's account, typically earned through a loyalty program, that can be applied to future orders. |
CC email | A carbon-copy email address that receives order-related notifications (refunds, receipts, shipments) alongside the customer's primary email. |
Custom property | A key-value pair attached to the customer profile for internal tracking or custom integrations. |
Third-party billing | A shipping configuration where freight charges are billed to the customer's own carrier account (UPS, FedEx, or DHL) instead of yours. |
Purchase order (PO) | A payment method where the customer provides a PO number at checkout instead of paying immediately. Requires approval unless auto-approve is enabled. |
Tax exempt | A flag indicating the customer is not charged sales tax. May require a tax exemption certificate depending on your tax provider. |
In this section
The customer list is your starting point for finding and managing customer records. From here you can search by almost any field, apply multi-criteria filters, configure which columns display, and perform bulk operations like merging or deleting customers. | |
The General tab contains the core profile fields that define who a customer is and how their account behaves. This is where you manage login credentials, signup details, tags, notification preferences, and custom properties. | |
The Billing tab controls where customers are billed, how they can pay, and what checkout restrictions apply to their account. From here you manage billing addresses, stored credit cards, checkout toggles, order limits, and pricing tier assignments. | |
The Shipping tab controls where orders are shipped and how shipping costs are handled for a specific customer. From here you manage shipping addresses, free shipping rules, third-party carrier billing, and marketing mail preferences. | |
The Orders and Quotes tabs give you a complete view of a customer's purchase and quote history without leaving the customer profile. Both tabs share the same layout and behavior -- the only difference is the data they display. | |
UltraCart supports cashback and points-based loyalty programs. The Loyalty tab shows the customer's current balance and full ledger history, and lets you add manual adjustments when needed. What you see on this tab depends on which loyalty program type is configured for your account. | |
The Activity tab gives you a complete picture of how a customer interacts with your store -- from first visit through repeat purchases. It combines behavior charts, aggregate metrics, a filterable activity timeline, UTM attribution data, and email/SMS subscription status in a single view. | |
The Memberships tab lets you control which email lists a customer is subscribed to and view which auto-calculated segments they belong to. This is useful for managing marketing communications and understanding how a customer is categorized by your email rules. | |
The Reviews tab lets you manage a customer's reviewer profile and view their review statistics. This is where you configure how the customer appears as a reviewer and whether their reviews are automatically approved. | |
The Taxes tab lets you configure tax-related settings for an individual customer, including tax-exempt status and integration-specific identifiers for your tax calculation provider. | |
The Accounting tab connects customer records to your accounting and sales tracking systems. Configure QuickBooks sync settings, assign the customer to an affiliate, or link them to a sales representative. | |
The Uploads tab lets you attach files to a customer record for internal reference -- contracts, signed forms, tax exemption certificates, or any other documents your team needs to keep alongside the customer profile. | |
The Software tab lets you manage software license keys and entitlements tied to a customer's purchases. If you sell software products, this is where you view, add, and edit the license records associated with a customer. | |
When a customer contacts you via SMS or phone, you can link their phone number to an existing customer profile or create a new one. Linking connects the conversation to the customer's full history -- orders, account details, loyalty balance, and previous interactions -- so your team has complete context without leaving the conversation. |