[Request] View and edit customer information from cart

[bostondv]

Within the cart you can select an existing customer or add a new one. With a new customer you have the opportunity to add all their user details and billing and shipping address, but for selecting existing customers there is no method to invoke the same customer modal to view or edit their details.

Two use cases for where this would be useful for us are:

1) Using the POS to take phone orders for existing customers and to verify or edit their shipping and billing information.

2) Using the POS at the store and to update information of an existing customer, such as their email address to send a receipt to.

[kilbot]

Fleshing out the cart CRM is definitely on the roadmap for future versions. This seems like something I could put into a 0.4.x release.

In the meantime, please note you can do 1 & 2 using the current version by going to the Customer page:

All open carts will persist between page changes so you can bounce between the two.

[bostondv]

If this could make it into 0.4.x that'd be super!

We'll the customer tab for the time being but it's definitely not as convenient as it would be to have it accessible within the cart :)

On Thu, Jun 25, 2015 at 10:11 AM Paul Kilmurray notifications@github.com wrote:

Fleshing out the cart CRM is definitely on the roadmap for future versions. This seems like something I could put into a 0.4.x release.

In the meantime, please note you can do 1 & 2 using the current version by going to the Customer page:

[image: screen shot 2015-06-25 at 10 09 44 pm] https://cloud.githubusercontent.com/assets/639807/8356285/f6fdc864-1b86-11e5-82de-329442a7d1ac.png

All open carts will persist between page changes so you can bounce between the two.

— Reply to this email directly or view it on GitHub https://github.com/kilbot/WooCommerce-POS/issues/86#issuecomment-115271434 .

[kilbot]

You can now edit customers during checkout!

[bostondv]

Thanks! :tada: