Completed
Edit and Delete Customers
We need to be able to edit or delete customers from the database without having to upload a csv file. Below are a couple examples for when this would be helpful. I'm sure others here will agree that some simple database management would be greatly appreciated.
I recently had to correct a type-o in a customer record and the process is just unreasonable. Download an example .csv file, add ALL the customer information (not just what needs changing) upload the file, and finally make sure that the original profile was correctly overwritten. It should be as simple as hitting an edit button, changing what needs changed, and hitting save.
I have two customers with the same name. Lets call them John Smith and Smith Electrical Corporation. I send a package to Smith Electrical about once a month. John Smith ordered once from our website over two years ago. Whenever I type "Smith" when making a new order, guess who comes up as the first result! There's no need for John to still be in the system, why can't I easily delete his record?
I keep shipping to outdated addresses after I've already shipped to the correct address. My customers really don't like this. I desperately need the ability to change a customer's address once and for all for all future shipments.
This is badly needed. The biggest reason is UPS/FedEx charge for address correction. So I get notified of the charge but can not fix it or get rid of the bad address. That means we have to hope someone remembers the address is wrong next time the customer orders.
This is a shortcoming that costs actual money and hard to believe it is not seen as important by the development team.
Just curious if this is in the works to be corrected? I second what Bruce said, it's very frustrating not being able to correct the address when we discover it and instead having to wait until the customer places another order (which could be 6 months to a year later). The only way to actually do this would be to have a file of incorrect addresses and check every order placed (sometimes 50 a day) against the file. That's extremely time consuming and not practical. The only way around it I see is to create a fake order when you learn of the incorrect address so you can make the correction and then delete the order. Very disappointing!
I agree with everyone here. Why the archaic edit a file and upload rather than just allowing your customers to enter the address directly into the customer record like every other software on the planet. This is a usability issue and a user-centered design issue. One should not have to create a file, populate it with customer information, and then upload it to make a change. This does not make sense and is a high level of effort - especially when the error messages about the file begin to pop up. More time spent when direct entry to edit a customer record is very simple.
I can't believe you won't provide a simple method of DELETING a customer record from the database. I have DEAD customers "cluttering up" (SORRY, but it's true !) my customer records !!!!
How tough can this be !!!!!
A simple "edit" button for customers. I would love to be able to edit names and addresses, etc for mistakes without having to do the CSV import trick.
I'd like to be able to edit customers profiles directly in shipstation as well as combining duplicate profiles while still maintaining the ability to edit contact info. Not just by doing a CSV upload.
This is a tool that would really help me, too. I would be able to correct an email address I typed incorrectly, and I'd be able to delete addresses from customers who have moved. Just last week I accidentally shipped a package to a wholesale client's old address.
Yes, this is a tool that I would also use. I recently sent a wholesale package to the wrong address, the customer moved earlier in the year and I accidentally selected their old address.
We are new to ShipStation.
The current process of updating a single customers information is unnecessarily time-consuming and overly complex. When a single change is needed in a customers record for their address, it does not make sense to be required to download a CSV and then upload a CSV to overwrite the data for that customer.
Please make it user-friendly not just programming friendly.
Thank you.
Here here. I really don't understand how we don't have basic edit/delete functionality in the customer tab. People's information changes and it shouldn't take a CSV file to edit things (and even then it doesn't work all the time).
Customers should have basic contact/address book style functions.
Posted this a while ago and I've emailed CS about this and they said to post here. So I'm commenting on my post and on another.
Just looking for access to the customer database in basic edit/delete functionality.
Hi Wil. I'm requesting the same delete functionality to comply with the new EU data regulation, GDPR, regarding the right to be forgotten. We have EU customers and need the ability to delete their records if and when requested. I've requested info via support and they asked me to put up a feature request because there isn't a way to do delete a customer and their order within shipstation .... (post hasn't been approved by moderator). Seems like a legal inquiry for compliance vs IT feature? I'm still waiting for further updates as they research my request.
yeah, its a PITA to modify a customer or correct their address when you have to create an upload file to do it and manually enter all the data. At minimum, at least export and use the same file layout to import would be good. At least that way (if we have a search filter prior to exporting) we can upload the customer back again quickly. If not then i'm ok with exporting all customers, even though it would be redundant to do so, deleting what i don't want and re-importing the corrected file back
Hi @Susan Suarez simplyWORKOUT -- thanks for the feedback! I'm sorry for the confusion in regards to how to handle GDPR. Please go ahead and let our support team know about this and we handle this for you. I've gone ahead and let updated folks on our end about this.
The current steps needed to update customer info are insane. Every other system I use with an address book or customer record allows you to manually create a new customer or simply update any field for a given customer. The CSV upload is great for a bulk customer import but takes way too much time for a single customer, and more importantly, is error prone, especially since there is no way to export the existing customer information.
One proposed workaround is to create a fake order, change the customer address, and then delete the order. That's great and all, but you shouldn't require such a hacky workaround just to get something really basic like this to work!
I've sent packages to the wrong address several times now because of this insane shortcoming of ShipStation. How is it that an ONLINE SHIPPING PORTAL does not allow the user to edit customer's SHIPPING ADDRESSES.
Uploading CSV files is not a solution. This problem has existed for YEARS now.
What are you waiting for, ShipStation??
Please allow direct editing of the Customer information, without the cumbersome step of having to upload spreadsheets of customer data.
We recently had a typo with an email address and it needs to be corrected, and it is difficult to do this with the current method.
People move, change phone numbers and email addresses - giving direct access to this data is crucial to maintaining our customer shipping information.
Thanks!
Hi! We use Shipstation for B2C but also a lot of B2B. I have a huge list of clients that are stores to who we sell.
Sometimes, these stores change location and we have to update their information. Or even only for their email or telephone number.
So it would be nice if we could modify customers. It would add a great value to your already very good product ;)
Thx
This seems like basic functionality. The lack of an edit feature is causing incorrect shipments and costing us money.
I would also like to request the ability to edit customer information. I have several customers where their contact information has changed and I have no way to edit it. The CSV sample and then manually edit and import doesn't do all of the information associated with the customer either. I have several customers with the wrong orders assigned to them. This messes up metrics.
We also need to easily edit customer info in ShipStation without having to import a CSV. We need to do this quickly and easily from within SS to ensure accurate shipments.
PLEASE for the love of God!!
It is absolutely ridiculous not to have a web interface for editing addresses!
Someone entered the address of one of our locations that moved incorrectly and now whenever another of our locations transfers to that location it has the WRONG ADDRESS! I have no way to fix this.
HOW/WHY isn't this a feature of ShipStation?
Currently, when you want to edit a customers information in shipstation, you must create a document, import the document, select edit customer, and then the information will be edited. It would be extremely beneficial for shipstation to have an "edit" button for the customers information to be directly edited from the app. This would allow users to go directly to the customer that needs updating, hit edit, and type the information directly into shipstation. The current process of importing is not intuitive and makes it appear that you are unable to edit a customer (unless you have previously gone through the importing process).
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