The Customers page overhaul brings a redesigned interface along with a set of new capabilities and improvements to the Customers page, while keeping the processes your team already relies on.
This is a ground-up interface redesign: faster to navigate, easier to scan, with several capabilities the old page never had and a long list of fixes for the things your team has been working around.
What’s New
- Fully redesigned UI — A full visual refresh makes the page faster to scan and navigate, with cleaner dialogs and tables that now handle long product names and values gracefully.
- SKU Swap — Change the SKU on an active subscription without canceling and re-creating it. Prepaid subscriptions are supported as well.
- Digital subscription support — The Customers page now supports digital subscriptions.
- Customer list on the homepage — The Customers page opens with a list of customers instead of an empty search box, so you can get oriented without knowing exactly who you're looking for.
- Customer preview in search — Search results surface key details, including whether a customer has active or inactive subscriptions, before you open a profile.
Other Improvements and Fixes
- Editable subscription extra data — Update a subscription's extra data directly from the Customers page (requires Ordergroove to enable separately; reach out to get started.)
- Faster, more reliable navigation — The Customers page now loads natively in your Ordergroove admin instead of within an embedded frame, removing the slowness and navigation issues of the previous version.
- Expired payment method validation — Adding an expired card is blocked at entry, sparing you a payment that fails at order placement.
- One-step price lock — Lock a subscription at its current price in a single step. Previously you had to switch to a different price before you could lock it.
- Paginated tables — Subscriptions, orders, and recent activity now paginate, replacing the long scroll and "Show More" button.
- Cleaner subscription view — The subscriptions table shows only active subscriptions by default, hiding inactive ones that usually aren't relevant to the task at hand.
- Clearer required address fields — Required address fields are now marked with an asterisk based on your store's settings, so your team sees what's needed up front instead of encountering an error on save.
- Automatic saving — Changes take effect when you click out of a field, rather than requiring a separate Save action.
FAQ
Will anything our team does today stop working?
No. The new Customers page has full feature parity with the legacy page.
Do our user permissions change?
No. Your existing roles and permissions apply to the new page exactly as they do today.
Additional Information
Take a look at Managing Your Customer's Information for step-by-step guides to common tasks.
If something doesn't work the way your team needs it to, or if there's a specific reason you prefer the legacy page, let your CSM know or reach out to support and we'll be happy to help.