It would be very handy to be able to manually add a new customer without having to import a CSV file. That way the customer's information can easily be accessed and looked up when they are placing an order in the future. In addition, this would allow return shipping labels to created for items that need to come to us before being shipped back to the customer. For example, in a situation where they are sending an item to us for repair/customization/modification/etc.38 votes
Hi guys! Thanks for your continued support of this idea. While there is not a way to manually create a new customer record, you can create a manual order and as long as it has a unique email address, this will create a new product record for this customer. This manual order can then be cancelled, merged, or even have its manual store deactivated, and regardless of these order-level actions, the customer record will still remain!
We handle quite a few manual orders where one client will order for multiple locations. It would be nice if multiple locations could be tied to the same email address. Right now, it just keeps the last order used by that email in the customer records so we have to manually type the address each time. Either that or being able to save customer shipping information using something other than an email address (phone # maybe???) to keep it saved in the system.18 votes
Hey, @tysonmiller! Thanks for taking the time to add your idea! We’ll keep your idea in mind for future updates, but for now we’d like to see your idea gain interest from other users before making a decision.
You’re right, Customer Records are referenced by their email addresses. You mentioned this is “quite a few” orders. Have you tried to use a CSV file to create these manual orders? This way you can assign the username to a different value to create multiple Customer Records under one name—if not to just do your manual orders all at once.