The Customer Account Management system allows you to create, search, view, and manage customer records in Pulse Commerce. This article covers the essential workflows for managing customer accounts.
1Go to Customers > Add New Customer.
2Complete the required fields (marked with a red line):
- Name - Customer's first and last name
- Address 1 - Street address
- Zip/Postal Code - Click Lookup to auto-populate city and state
- Email (User Name) - Must be unique; acts as the customer's username
- Password - Must be at least 8 characters with letters and numbers
3Configure the ship-to address by checking Same as Bill To? or entering a different address.
4Advanced Settings (optional):
- Account Status - Active or Inactive
- Pricing Option - Customer Group (product-specific pricing) or Customer Price Category (percentage discount)
- Sales Rep - Assign a sales representative
- Tax Exempt - Set tax exemption status
- Credit Limit - Set maximum credit amount
- Tags - Add organizational tags (VIP, Wholesale, etc.)
5Click Verify Address and Save Changes to validate the address, or Save Changes to save without validation.
1Go to Customers > Search Customers.
2Filter by customer number, name, email, company, customer group, city, state, zip code, phone, tag, or account status.
3Click Search to display results.
4From the results, you can:
- Click Edit to modify customer details
- Click Delete to remove the customer
- Click the Customer Number to view the full customer record
Edit Existing Customer Addresses
1Click a Customer Number from search results to view the complete customer profile.
2Go to the Address Book Tab and click Edit next to the address you want to edit.
4Edit the address and Click Update or Update & Verify Address. 
Add Customer Tags in Bulk
Select multiple customers using the checkboxes, choose a tag from the Select Tag dropdown, and click Go to apply tags to all selected customers.
Click a Customer Number from search results to view the complete customer profile.
The customer view page displays contact information, account settings, and RFM data (Recency, Frequency, Monetary value) showing customer purchasing behavior over the last 3 years.
Customer Record Tabs
Access detailed customer information through the following tabs:
- Order History - View all orders; click Place New Order to create orders with pre-filled customer information
- Gift Certificates and Value Cards - View and create gift certificates or value cards
- Return History - View RMAs; click Create New Return to initiate returns
- Address Book - Manage saved addresses; click Add New Address to add addresses
- Credit Cards - View saved payment methods (limited display for PCI compliance)
- CRM - Email customers, create tasks, log activities, and view communication history
- Product Reviews - View customer product reviews
- Shopping Cart and Browsing History - View abandoned carts, wishlists, favorites; click Log in As Customer to troubleshoot issues
- Reward Points - View loyalty points activity and adjustments
1From the customer view page, click Find Duplicates.
2The system searches for customers with the same name. Modify search criteria to find duplicates by email, company, phone, or tag.
3Click Merge when you locate a duplicate.
4Review the comparison and select which details to retain.
5Click Merge Customer and confirm.
You can only merge two records at a time. Repeat for multiple duplicates.
1Go to Import / Export > Import > Customer Import.
2Click Download Default Template and Legend for column descriptions.
3Complete the spreadsheet following the format in line 2.
4Select Customer Import, click Browse to locate your file, then click Import.
5Click Download Log to review results.
If you have custom fields configured, they appear as additional columns. Re-download the template if custom fields change.