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Edit Customer - Fields Not Filled In?
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ckart View Drop Down
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    Posted: 12 June 2015 at 1:04pm
When I edit customer details, normally to correct a misspelt Email address I also have to fill in all of their other details despite them being on the order. Just checking that this is correct?

Thanks

Steve
www.nfed.co.uk
Connecting the central southern equestrian community since 1999
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Points: 10794 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Support Quote  Post ReplyReply Direct Link To This Post Posted: 15 June 2015 at 9:12am
Hi,

I'm not totally sure I understand your question.

When you edit an order, the details are prefilled.

If they are not then maybe you are referring to the delivery address? or perhaps it is an express checkout transaction which does not technically have a billing address?

If you can give an example order number which when you click on the edit button illustrates the issue, we will take a look.

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ckart View Drop Down
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Points: 159 		Post Options Post Options   Thanks (0) Thanks(0)   Quote ckart Quote  Post ReplyReply Direct Link To This Post Posted: 15 June 2015 at 10:31am
OK, here's an order from this morning paid with Sagepay 17842668

If I click on the customer & go to edit, the name phone number & Email address is filled in, but no address details.

If I was to edit the Email address (this one is ok), I couldn't save it without the other address details being entered as well.

It's not the end of the world, but would be better if the address that was on the order was also in the customer details.

Steve
www.nfed.co.uk
Connecting the central southern equestrian community since 1999
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ckart View Drop Down
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Points: 159 		Post Options Post Options   Thanks (0) Thanks(0)   Quote ckart Quote  Post ReplyReply Direct Link To This Post Posted: 15 June 2015 at 10:35am
Just read your reply again, it is the Customer Details I'm trying to edit, not the Order Details.
www.nfed.co.uk
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Points: 10794 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Support Quote  Post ReplyReply Direct Link To This Post Posted: 15 June 2015 at 12:19pm
Hi,
I went to that order, clicked on the edit button and all the customer details are filled out.

Is this not what you are seeing?

If not, please try it on a different browser/check your browser settings.

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Points: 10794 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Support Quote  Post ReplyReply Direct Link To This Post Posted: 15 June 2015 at 12:22pm
Hi,

Sorry - possibly ignore my last post!

Are you referring to the CRM, rather than editing the order?

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ckart View Drop Down
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Points: 159 		Post Options Post Options   Thanks (0) Thanks(0)   Quote ckart Quote  Post ReplyReply Direct Link To This Post Posted: 15 June 2015 at 12:36pm
The Edit Order is fine. It is the Edit Customer that is the problem.
www.nfed.co.uk
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ckart View Drop Down
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Points: 159 		Post Options Post Options   Thanks (0) Thanks(0)   Quote ckart Quote  Post ReplyReply Direct Link To This Post Posted: 15 June 2015 at 12:38pm
Crossed lines here YES CRM
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Points: 10794 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Support Quote  Post ReplyReply Direct Link To This Post Posted: 17 June 2015 at 4:51pm
Hi,

The customer address is not currently stored in the CRM by default.

If a customer orders with address1 and then the next order they use a different address - which address would you expect to see on their CRM record?

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ckart View Drop Down
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Points: 159 		Post Options Post Options   Thanks (0) Thanks(0)   Quote ckart Quote  Post ReplyReply Direct Link To This Post Posted: 17 June 2015 at 8:53pm
OK, that makes sense. Thanks for the explanation.
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