How to Edit Customer Profiles

To edit an existing customer account, follow these steps:

1. Login to the ikas Dashboard:

   Sign into your ikas Dashboard.

2. Access Customers:

   Click on the Customers > Customers tab in the left menu.

3. Select the Customer Profile:

   Choose the customer profile you want to edit.

4. View Customer Profile:

   On the customer detail page, you can view the following information:

   • Customer information (Name, Address, etc.)
   • Order history and generated revenue
   • Assigned customer segments

5. Edit Customer Profile:

   Click on Edit at the top right, and adjust the following details:

   • Customer information (Name, Email, Phone, Preferred Language, B2B Status)
   • Add, edit, or delete addresses
   • Add or change notes
   • Assign marketing groups or segments
   • Add customer tags
   • Enable/disable receipt of marketing emails
   • Adjust customer-specific properties

6. Save:

   Click Save to secure the changes you made.

💡 Check out the following articles to learn more about managing customer profiles in ikas:

• How to Deactivate or Activate a Customer Account
• How to Delete Customer Profiles
• How to Create a Filter in the Customer List
• How to Export the Customer List

For any assistance or if you have further questions, please let us know. You can contact us by phone at +49 7361 3893012 or email us at support@ikas.de.