---
title: Customers
slug: commerce-connect-14/docs/YP4S-customers
docTags: 
createdAt: 2026-07-20T15:44:30.290Z
---

:::hint{type="success"}
**Note**

In roadmap communications, Order Management is referred to as the CSR Portal.
:::

This topic describes how to find customers, and view and update customer information on the [Order Management](docId\:ZyNs7xLEQoNkt3EuOkBI3) page.

## Find customers

1. From the **Order Management** page, click **View Customer**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/3AiawKwPif5mALGnaK3XN-20260720-150110.png" size="100" alt="CartsOrderManagement.png" isUploading="false" showCaption="false" indent="2" width="898" height="747" darkWidth="898" darkHeight="747"}

2. In the **View customer** field, enter any portion of the customer’s name or email address. As you enter more characters, you get fewer search results. A list of customers whose name or email address include those characters displays.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ulX7HQEJvQTbCVWzj3REB-20260720-150110.png" size="100" alt="View-customer.png" isUploading="false" showCaption="false" indent="2"}

3. Choose a customer. The **Contact Details** page for that customer displays.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/HOP6KmEMrV8ALZxjybv67-20260720-150111.png" size="100" alt="View-customer-detail.png" isUploading="false" showCaption="false" indent="2"}

4. Click **Edit** (icon) to modify the customer details.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/f28IRVj5nb9x9fBDtrIY4-20260720-150111.png" size="100" alt="View-customer-edit-detail.png" isUploading="false" showCaption="false" indent="2"}

## Modify customer information from a cart or order

You can view and update basic customer information from **Cart Details** > **Contact Details** tab. Click **Edit** beside **Customer Information**.

![cart-customer-information.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/hop97hq-vxM9-Y3mlfWhT-20260720-150111.png)

The **Contact Details** page displays with three tabs: **Personal Information**, **Address Book**, and **Orders**.

### Personal Information tab

You can edit the customer's name, email address, and customer group.

![cart-customer-information-personal.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/PC2uwktVxJWOwouVzYVeA-20260720-150111.png)

### Address Book tab

Initially, you see all of a customer's addresses.

![cart-customer-information-address.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Lb4xGwvWZS5ceMh3k6LWg-20260720-150111.png)

You can edit or delete an existing address, or enter a new one. You may designate one address as the preferred billing address, and the same or a different one as the preferred shipping address.

### Order History tab

The **Order History** tab shows a customer's order history in reverse chronological order.

![cart-customer-information-order-history.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/2uaLQqzN1DNQ_A-l8bZIC-20260720-150111.png)

You can click any order to see and edits its details. See [Orders](docId\:X31wxQn0wFvsRCdCryiQO).

### Carts tab

The **Carts** tab shows a customer's cart and wish lists ordered by the **Last Modified** date in reverse chronological order.

![cart-customer-information-carts.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Rpaqnun-dnAFnmvuM4jJv-20260720-150110.png)

## Modify customer information from Contacts

To modify customer information from the Administration tab, on the **Cart Details** or **Order Details** window, click the customer's name below **Customer Information**. The **Contacts** page displays with **Details**, **Addresses**, and **Contact Notes** tabs. For more information on these tabs, see [Contacts](docId\:tapqnokPOIboNVcvsDFaC).

![Modify-user-admin-screen.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/S3Pd3Lt1Tu-dCupFacnSu-20260720-150111.png)