Preliminary Remarks
All customer data can be viewed in the customer account in the Cockpit tab. The following data is displayed on the left-hand side of the cockpit:
General customer data (customer ID, address, e-mail address, status, etc.)
Delivery and invoice address
Opt-in status
The following data is displayed on the right-hand side of the cockpit:
Graphical representation of all activities in a timeline
All activities in detail
Cockpit
Left side - customer data, invoice address and opt-in
Customer data
Both personal data such as name, date of birth, address and system data such as source of customer registration, time of registration and customer status are displayed here.
Customer data can be edited using the pencil icon.
As soon as the status of a customer is changed in the action bar via the drop-down menu Manage > Block customer, a status history appears, which can be expanded via Details .Invoice address
The invoice address field appears as soon as a customer has entered a delivery or invoice address.Opt-in
The opt-in status of the customer can be viewed in the opt-in status tile.
The following statuses can be displayed:Status
Description
None
Customer consent is unknown
Single opt-in
Customer has agreed
Double opt-in
Customer has agreed and confirmed
Withdrawn
Customer has revoked consent
Objection
Customer was e.g. acquired by purchasing addresses and actively objects
Right side - Activity history
All changes and activities relating to the customer account are listed and displayed graphically in the activity history. The tiles can be expanded for more information. Activities can be triggered by the API, the system, a supporter or the customer .
API: Any changes made via the API. | |
System: Any automated processes that are carried out by the system in the background, such as the creation of an order, invoice or subscription. | |
Supporter: Any changes made by the supporter via the action bar. | |
Customer: Any changes made by the customer in Self Service or purchases made in Checkout. |