> For the complete documentation index, see [llms.txt](https://help.smartrr.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smartrr.com/docs/support/admin-portal/adjusting-customers-information.md).

# Adjusting customers' information

Meet the Customer Details page. This page shows Smartrr related information linked to your customer. This page allows edits to the Loyalty points and Birthday (only a record keeping field) fields.

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FQPTy3SBu8n7xhCVwEog8%2Fcustomer-deets.png?alt=media&amp;token=76e93650-5091-4eef-8035-8fdd935c7458" alt="The customer details page. This shows the customer&#x27;s subscriptions, orders, transactions, event log, contact information, payment method, loyalty details and the option to view the customer&#x27;s account portal."><figcaption><p>An example of a Customer Details page in the Smartrr admin.</p></figcaption></figure>

\
The Customer Detail page is an overview page where you can see:&#x20;

* Customer name & information
* Whether the customer has logged into their Customer Account Portal
* Customer default address
* Customer payment method
* Lifetime subscription spend
* Total subscription orders
* Event log
* Customer loyalty inforamtion

View a Customer Details page by locating the customer row you want in the **Customers** table. Click the customer row you want to view details.

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F6bl61rEoEF2keJj3botN%2Fcustomers.png?alt=media&amp;token=9cdbe8f1-08e1-4b28-a8c9-4e1e6640e8e1" alt="Customers table, showing a list of all customers and a linked ID that redirects to that specific customer&#x27;s details page."><figcaption></figcaption></figure>

## How to erase customer data

If you've received a request from a customer to have their data removed from your store, you've likely already deleted their information in Shopify. However, if this customer was also a subscriber, you'll also want to erase all their data in Smartrr.&#x20;

At the bottom of the Customer Details page, you'll see an **Erase all customer data** button.&#x20;

{% hint style="info" %}
**Note:** You won't be able to erase a customer with an active subscription.&#x20;
{% endhint %}

{% hint style="danger" %}
**Warning:** Erasing all customer data is irreversible.
{% endhint %}

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FZSR6i9Bu2QZCUe7lSzcc%2FScreenshot%202024-04-09%20at%206.45.31%E2%80%AFPM.png?alt=media&amp;token=053cbe89-0841-4be3-a4dd-4b76f0b52530" alt="&#x22;Erase all customer data&#x22; button highlighted on the customer details page."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FSPrYUajNhX7C4SpFw5oM%2FScreenshot%202024-04-09%20at%206.46.05%E2%80%AFPM.png?alt=media&amp;token=f2d5081f-9151-487b-9fe2-b70595be07ea" alt="Warning message that displays when the &#x22;Erase all customer data&#x22; button is clicked. The warning advises that the action is irreversible, and requests your confirmation if you wish to proceed."><figcaption></figcaption></figure>

In the Smartrr admin, any records that have been erased will be indicated with `CUSTOMER_ERASED`.

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FoWV9RAKesWgwSkVnSWmR%2FScreenshot%202023-05-30%20at%2016.56.26.png?alt=media&amp;token=a056f02d-5883-4482-b21d-0a868884d159" alt="An example of an erased customer in the customer table. All columns shows &#x22;CUSTOMER_ERASED&#x22; as the record."><figcaption></figcaption></figure>

## How to edit customer details?

### Edit contact information

The customer's record is held and managed in Shopify. If you need to make changes to a customer's contact information, you will need to make those changes in Shopify. Refer to Shopify's [Managing customers](https://help.shopify.com/en/manual/customers/manage-customers#edit-customer-profiles) article as a guide to update the customer's billing address, name, email address or phone number.

### Change Shipping address

A customer can have different shipping addresses across their subscriptions. If the customer needs assistance with changing their shipping address, you can do this for them. The steps are detailed under the [Adjusting customers' subscriptions](https://help.smartrr.com/docs/support/admin-portal/adjusting-customers-subscriptions#how-to-edit-a-customers-address).

### Update payment method

Only the customer can update their payment method. You could send them a link to update their payment method through Shopify or through the customer details page in Smartrr:

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F9Pb7E4xS7mPn3wFLGc7s%2Fimage.png?alt=media&amp;token=6d884748-5312-47f4-bba9-924b52fb44f9" alt="Action to &#x22;Send link to update card&#x22; on customer details page. Clicking on the 3-dotted icon next to the payment method will render this action."><figcaption></figcaption></figure>

If you're on the new Shopify customer account portal, you can redirect customers to "yourstore.myshopify.com/profile. Once the customer is logged in, they will see their details on this page, including their payment methods. Shopify makes it super easy to update/manage your payment methods here.


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