---
title: Customers in Order Management
slug: commerce-connect-15/docs/customers-in-order-management
docTags: 
createdAt: 2026-07-30T20:34:40.000Z
---

:::hint{type="info"}
**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 [Orders](docId\:zn9Pkb7e1URJk6XhcLHYU) page.

## Find customers

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

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Vt1m8RxwzjSRntVfTgj8A_7ea129faa6edd3d4d978bcda7e123ec29ed4d9ca7612d5c6eba3e4bc9d7eee67-image.png)

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 includes those characters displays.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/JzQr6xsq53T5mibnZ2V0S_3bdd2bc792755d9c11a986adf7d15a6f82a611b64d705b55170dd66ff514dc7d-image.png)

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

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/3vOAgPvFKwGZJazgV55Zd_3866eb3c2580263dde0972f6a7c803f66c34cbffb01db1c855fae2de39a56dcc-image.png)

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

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/UOcJ6BeCgYsVLyzz6luaC_e37bc304b47f6840cfdf10bcb2c5371353e938f6204aacfebf99e98128b36c20-image.png)

## Modify customer information from a cart or order

View and update basic customer information from **Cart Details** > **Contact Details** tab. Click **Edit** beside **Customer Information**. See [Carts](docId\:Hpju8xYo1vA4gmZFOsL9G).

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/8S5FyrRkzPUqbJBqAWYwW_801d862e19b695a21d8e617f83aaa918396c7d840f9d744c89f84b0b60be399a-image.png)

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

### Personal Information tab

Edit the customer's name, email address, and customer group.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Jjk7SagqfXP3fpbCkb25O_5058c068ea51d06e6a3ee41a9c93e710f49148adfd6856f9e98f22cac0aba6ba-image.png)

### Address Book tab

Initially, you see all of a customer's addresses. Edit or delete an existing address, or enter another one. Designate one address as the preferred billing address, and the same or a different one as the preferred shipping address.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/O947il0fQ4FaW8s6VNGHK_5d925335bdf5874eb6ff7a91ec27d479faaa5ed5305aad342f2693bbfad00f44-image.png)

Click **Edit** (pencil icon) to modify the contact information.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/PC0KSLqi2ypDV4mhvAdfR_71067677ea427e8cf70df23743b54c1674e57d312faac5cdd20d85cc68b2d3f1-image.png)

### Order History tab

The **Order History** tab shows a customer's order history in reverse chronological order. Click any order to see and edit its details. See [Orders](docId\:zn9Pkb7e1URJk6XhcLHYU).

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/pO_Nm5bhp5NSBh0FWiiNg_6294ca8767a10491ae53817c5e4c64ee0a962fe88c1a268babf1d27b63c70aac-image.png)

### Carts tab

The **Carts** tab shows a customer's cart and wish lists ordered by the **Last Modified** date in reverse chronological order. See [Carts](docId\:Hpju8xYo1vA4gmZFOsL9G).

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/WyU0ReOH5idHjhDQlH8Kx_3e65a6335ee424c931196d40bafd89685affd560e9f8856453a73c0a01838876-image.png)