3. Customer Data

fmCustomers, fmCustomersAddress, fmEditReviews, fmAddTag, fmTagChangeStatus - Customer Data Management

Addresses

In the Customer Data section, selecting the 'Addresses' tab will allow for the entering of one, or more,  addresses for the account, and also simultaneously create it, if necessary. For each address that you wish to create, click Add New Address. The address list will display a separate entry for each created address.

You may designate which address is the Default Billing Address, and/or, which is the Default Shipping Address, by selecting the appropriate checkbox. The default address(es) will automatically be selected from the address drop-down, each time an order is placed, using  the account.


On this tab you may perform a number of useful operations, such as:

  1. Adding an address, by clicking the   menu choice. This will display a blank Edit Customer Address form, which can subsequently be used to create a new address.
     2. Editing an existing address, by double-clicking on it, or by selecting the 'Edit'  ()  button. This will display the Edit Address form, for the selected Customer.

   
     3. You may delete an address from your Store via the 'Delete' button () . Caution! - You won't be able to undo a delete from Store operation, except through the restoration of a recently (hopefully) completed database backup.

     4. To Adjust Columns Width, use the  icon, or enable the Column Auto Width option ().

Orders

This tab lists all Orders created by the Customer. Clicking on a specific order will redirect to the Order page, which contains detailed information and additional features, such as allowing for the creation of Invoices and Shipments. 

You may immediately go to any order, by selecting the relevant button. You may also Adjust Columns Width, by selecting the   icon, or by enabling the Column Auto Width option ().


Shopping Cart

This feature lists all products currently in the Customer’s Shopping Cart. It also offers options, such as the ability to selectively Delete each product, from the Cart. Clicking on a specific product will redirect you to that product’s Detail page. 

You may also perform specific actions such as Adjust Columns Width, by selecting the    icon, or by enabling the Column Auto Width option ().


Wishlist

The Wishlist allows your Customers to save items that they are interested in, for later retrieval and viewing. Customers do not need to register, or sign in, to add an item to the Wishlist. This tab allows you to view the products that the Customer currently has in his/her Wishlist. You may also Adjust Columns Width. by selecting the   icon, or by enabling the Column Auto Width option ().


Newsletter

This tab allows you to preview a list of all the Newsletters of which the Customer is a recipient. It looks very similar to the Newsletter Queue and includes both 'Sent', and 'Not Sent' status of Newsletters. You may Adjust Columns Width, using the    icon, or by enabling the Column Auto Width option ().

Newsletters


Product Reviews

The Product Reviews section lists all Product Reviews submitted by the Customer. Clicking on a specific Review will redirect you to that Review’s Detail tab. The Product Rating system allows you to customize the rating categories, through which your Customer(s) may also rate products, in addition to creating the Reviews.


You may choose to Add, Edit, or Delete Reviews. You may also perform basic operations, including:

  • Add a review , which calls a blank Edit Review form, which is then used to create a new Review. Also see the Edit review description, below.
  • To Edit review, simply double click on the item, or select the Edit review   button. This will call the Edit review form, for the highlighted Product. See below, for additional options.
  • You may also choose Delete Selected review, by selecting  . Caution! - You won't be able to undo a 'delete from Store' operation, except through the restoration of a recently (hopefully) completed database backup.
  • To Adjust Columns Width, use the  icon, or enable the Column Auto Width option ().
  • To manage the Reviews view, select either the Show all reviews, or Show reviews of current Customer filters, depending on the task that you wish to accomplish.

Edit Review.

To add a new Review, or to edit an existing one, perform the following steps:

  1. Select either the Create new, or Edit review icon (depending upon your task), which will display the Edit Category window.


  2. Specify the following General Information:

    • Product - Verify the name of the highlighted Product, to which you wish to add a Review.
    • Posted By - Specify either a name or other appellation such as a nickname.
    • Product Rating - This field will state 'Rating isn’t Available', until at least one Store View is selected, at which point, its rating will become visible, in the drop-down window (field). The Rating Table, that is also available and viewable by your Customers, will appear in the selected Store View. You may subsequently select 1-5 stars, for each Rating option, and a Summary Rating.
    • Status - Select whether the Review is to be Approved, Pending, or Not Approved. For the rating to display in the Front-End, it must be Approved.
    • Visible In - Select the Store Views, in which this Product rating will display.
    • Nickname - Enter the name of the Reviewer, as it will appear in the Front-End.
    • Summary of Review - Enter the Title of the Review, as it will appear in the Front-End.
    • Review - Enter the contents of the Review, as it will appear to the Customer, in the Front-End.
    • Edit HTML button - Displays a new HTML Editor window. It contains 2 tabs: HTML, and Code, along with a Properties Toolbar. The Source Preview is useful if you are working directly with 'raw' HTML text. It gives you precise control over the Tags used within the page. However, by default, you may also work with the page objects, visually.
  3. Click 'OK', to save the entry, or click 'Cancel', to discard it. If you have set the Status to Approved, the Review will appear, and be accessible in your Store's Front-End.

Product Tags

This Tab lists all the Product Tags, submitted by Customers. Clicking on a specific Tag will redirect you to that Tag’s Detail tab.

Product Tags are basically keywords, created by Customers,on the Front-End, or Staff, on the Back-End, which may be assigned to Products. Product Tags help your Customers organize and remember the products that they've viewed. They also offer quick and efficient navigational options, within the Store.

The view also shows all Tags that this product has been given, by Users, or Staff, along with the number of times each Tag has been used.


You may choose to Add, or Delete, Tags for the highlighted Product, using either the Toolbar

Customers tags list

 or the Context menu,
, which is made available by right-clicking the mouse.

You may also perform operations, such as:

  1. Add tag  (
    ),  which displays a
     blank New Tag form, which is subsequently used to create the new Tag.

    To create a new Tag, specify its name, and status. After specifying the status of the Tag, Click 'OK', to save the entry, and create the Tag, or click 'Cancel', to discard the entry.
    New Tag as Admnistrator

To create a new tag, using the Product radio button, after creating and/or selecting the Product, specify its Store view, and enter the tag name and Product status. 

Click 'OK' to save the entry, and create the new Tag, or click 'Cancel', to discard it.
    
customers tags to Product


    2. To E
dit Tag, double click on it, and change any value(s) that you need to adjust.

    3. You may also choose Delete Selected Tag, by selecting  . Caution! - You won't be able to undo a 'delete from Store' operation, except through the restoration of a recently (hopefully) completed database backup.

    4. To Adjust Columns Width, use the  icon, or enable the Column Auto Width option ().

    5. Select the Show All Tags, or Show Tags of Current Product filters, to manage their respective view(s).

By eMagicOne Inc.