Knowledge Base: Get Started with the Customer Center App

The standout addition for Ucommerce Next Gen is the brand-new Customer Center app in the back-office. It lets you to easily manage customer profiles, assigning customers to organizations, accessing order history and contact details., etc.

Customer Center Overview

When you open the Customer Center app, you get access to two main sections: Customers and Organizations.

From here, you can manage individual customer profiles and business accounts.

Customers Section

In previous versions, customer profiles created during the checkout flow were only accessible through code. Now, users can easily create, view, and update customer data directly in the back-office, simplifying CRM and data tracking.

Get an easy overview of a customer's key information, including all associated orders, email, and phone number(s).

• manage customer profiles created during the checkout process
• access order history, contact details, and other customer information
• update and edit customer data directly in the back-office 
  
  

Organizations Section

In the Organizations section, businesses (particularly b2b’s) can:

• create, view and manage customer accounts at an organizational level
• assign customers to specific organizations
• centralize relevant data for improved efficiency

Managing an organization means updating basic information as well as adding and removing customers, giving an easy overview of all the relevant information.

(A view of managing basic organizational and contact information)

(A view of managing orders and customer assignments)

Upcoming: In the 10.9.0 release, customer grouping will be introduced. You will be able to categorize customers based on criteria such as purchase history, enabling segmentation into tiers (e.g., based on order amounts in the past 12 months).