Customer record

Single customer's profile, orders, ETK/KVKK consents and addresses; data correction, clearing ERP code and anonymisation.

The customer record page displays all information of a single customer opened from the Customers list: profile, orders, ETK/KVKK consents, and addresses or attributes depending on the source. Customer service uses this page when reviewing a request, and the operations team uses it to check a customer's communication consents or address. If authorized, you can correct information such as email, date of birth, consents, and addresses here; irreversible actions like clearing the ERP code and anonymisation can also be performed here.

The page shows personal data. Name, email, phone, and address information are masked on opening; unmasking requires confirmation and is logged.

Accessing the screen

• In CRM – Customers › Customers list, click the three-dot button on the customer's row and select Open detail.
• In Campaign & Promotion Engine › Promotions details, if the coupon list shows the customer name as a link, clicking the name opens the web store customer record in a new tab.

The Customers (back) button above the title returns to the previous page. If you do not see Customers in the menu, your account does not have permission for this screen.

Screen sections

• Title — Customer's first and last name (masked if masked; if no name, record id). Below, email with company or sales channel name.
• Title buttons — Source badge (Web store blue, CRM service green), Show / Hide button, and correction actions if authorized.
• Tabs — Vary by source:

The selected tab is kept in the page URL; sharing the link opens the same tab. Orders, permissions (in web store), and addresses load when the tab is opened.

Showing personal data

1. Click Show in the title.
2. In the Show personal data? box, select Yes, show. The action is logged.
3. Name, last name, email, phone, and address text open in the title, Profile tab, and Addresses table. The button changes to Hide.

Hide masks without confirmation. Even if unmasked in the list screen, the detail page opens masked; refreshing the page restores the mask.

Profile tab

Field / Value table. Rows without value show "—".

For Web store customers:

For CRM service customers, rows for Record id, Customer ID, ERP code, First name, Last name, Email, Phone, Gender, Date of birth, Sales channel, Member since, Total orders, Segment, App user, and Guest are shown. Total orders is fetched separately; shows "Loading" until received, or "—" if unavailable.

Orders tab

Table columns: Order, Date, Status, Total, Carrier. Clicking the number in Order opens the order detail page. Status is shown as received from the order system.

• Web store: Lists customer's store orders. If many, a note "Showing last N orders." appears below. All orders link opens the Orders screen filtered by the customer's email (visible only if email exists in record).
• CRM service: Orders searched by customer code within last 730 days; max 50 orders shown. Below, "N orders in last 730 days." is displayed. All orders link opens Orders screen filtered by customer code. If no customer code, No customer code message appears. If orders cannot be fetched, an error box notes "Orders are read from order management; order read permission is also required for this screen."

If no orders, No orders found is shown.

Permissions tab

Shows current status and history of customer's commercial electronic communication (ETK) and data protection (KVKK) consents.

• ETK consents card: ETK call, ETK email, ETK SMS.
• KVKK consents card: KVKK address, Cross-border sharing, Third-party sharing.

Each consent is shown as a badge in "consent · Yes/No" format; granted consents appear green. Under the card title, the date of the latest record ("Last update: …") or No record is shown. Cards show the newest record per type.

Below, a history table lists all consent records: Type (ETK or KVKK), Date, Consents, Source (origin of the record).

Updating consents

If authorized, ETK update and KVKK update buttons appear on the right of the cards. For CRM service customers, buttons are initially disabled:

1. (CRM only) Click Allow updates above the cards (with note "CRM service approval required for ETK/KVKK update."). The CRM service checks if your account can update. If already checked in Edit box, result applies here too. If allowed, note "Authorized user: …" appears and update buttons become visible. If denied, warning "CRM service does not grant update permission to this user." appears; if error occurs, reason is shown in a red box. You can retry by clicking the button again.
2. Click ETK update or KVKK update. The box opens with current values: "A new consent record will be created; past records remain unchanged."
3. Check or uncheck consents, then click Save.
4. Confirm in Change ETK consent? (or Change KVKK consent?) box by clicking Save.

Result: Saved notification appears, cards and history table refresh. Changes do not overwrite old records; a new record is added to history. If notification service is not defined in setup for web store customers, notification includes "Consent saved; not sent to store because notification service is not defined in this setup."

Addresses tab (web store)

Columns: Type, Customer (name on address), Phone, Location (neighbourhood, district, city, country), Address, Postal code, Updated. Name, phone, and address text are subject to masking. If no records, No saved addresses is shown.

Editing an address

If authorized, a pencil icon (Edit) appears at the end of each row.

1. Click the pencil icon. The Edit address (#number) box opens.
2. Correct fields. Suggestions appear from dictionary when typing city, district, and neighbourhood; values are saved as names.
3. Click Save; in Update the address? box, select Save again.

If a required field is empty, "Required field" warning appears and Save remains disabled. Changes are written only to the address in the customer record; addresses in past orders do not change. Address is not saved if it belongs to another customer.

Attributes tab (CRM service)

Shows additional fields linked to the CRM record in a Field / Value table, not editable. The Segment value in the Profile tab is also one of these attributes.

Correction actions

Correction buttons appear only for accounts authorized to edit customer records. Each action requires confirmation; on success, Saved notification appears and page data refreshes. Errors show the reason in a red notification.

Web store customer

Edit

1. Click Edit. The box shows these fields:

2. Click Save. The button is disabled if no fields changed or email is invalid.
3. In Save changes? box, changed fields are listed as badges. Confirm with Save.

Only changed fields are sent. Clearing Email or Date of birth does not delete the value in the record; empty field is not considered a change. Fields are saved sequentially: if one errors, a red notification appears; previously saved fields remain saved. After such an error, close the box, refresh the page, and check which fields changed in profile info.

View as customer

Visible only for customers from the web channel. Opens a new tab to view the store site as this customer. If the store address is not defined in setup, the tab closes and a "Store address is not defined for this setup." notification appears.

Clear ERP codes

Removes ERP codes from the customer's own record, addresses, and communication records.

1. Click Clear ERP codes.
2. The box shows: "ERP codes in customer, address, and communication records will be set to NULL. This action is irreversible."
3. Confirm with Yes.

Anonymise

Used when the customer requests deletion of personal data. Visible only for customers from the web channel.

1. Click Anonymise.
2. The box shows: "Name, contact, and address information will be deleted according to store settings; account will be deactivated; newsletter subscription and ETK consents will be revoked. This action is irreversible."
3. Check I understand personal data will be deleted permanently; without checking, confirm button remains disabled.
4. Confirm with Anonymise.

If the customer is already anonymised, a "Customer already anonymised; no changes made." notification appears.

CRM service customer

Edit

1. Click Edit. The Update customer details box opens and checks CRM service update permission. If allowed, "Authorized user: …" appears; if not, "CRM service does not grant update permission to this user." appears and Save is disabled.
2. Correct fields:

3. Click Save and confirm in Save changes? box with Save.

Reset ERP code

Click Reset ERP code and confirm with Yes. The box warns: "Customer's ERP code will be reset. This action is irreversible; it will be reassigned in the next sync."

Anonymise

Click Anonymise and confirm with Yes. The box warns: "Customer's personal data will be PERMANENTLY deleted. This action is irreversible."

Anonymisation and ERP code actions are irreversible. Before confirming, verify you are on the correct customer by checking the title information and source badge.

Common situations

• "Integration information missing" message appears. Web store customers open with their linked setup info. Reopen the record from the list with Open detail; this message appears on manually entered or incomplete links.
• "Customer not found" appears. The record may be deleted or belong to another setup. Search again with the correct source from the list.
• "Customer service not configured" message appears. This source's service is not defined in your environment. It is not a fault; retrying will not fix it. Contact your administrator.
• I do not see edit or consent update buttons. Your account lacks permission to edit customer records. For CRM customers, the Allow updates step is also required for consent buttons.
• I changed the email but the old address appears in the list. Store record updates immediately; list update may take 1-2 minutes.
• "Something went wrong" box appears. Record or tab data could not be retrieved. Click Retry; if persistent, report to your system administrator with the text in Technical detail.
• Orders do not appear for CRM customers. Orders are searched by customer code within last 730 days. Records without code cannot list orders; if error occurs, ensure your account has order read permission.

Related screens

• Customers
• Orders
• Orders — detail
• Promotions — detail