1. Customer service

Customer policies

Version:

The Customer plugin contributes configuration policies that define behavior for the functionality provided by the plugin.

Note

Do not extend or inherit from out-of-the-box policies; instead, create your own.

You can change the values of default policies by modifying the PolicySet JSON or the Environment JSON, depending on where the policy is defined, and then re-running Bootstrap.

The following policies can be configured through the Customers plug-in.

PolicyDescriptionProperties / Default Values
CustomerPropertiesPolicyDefines the properties associated with a customer (e.g., name, address, language, account status, etc).PreviewProperties \ List()

DetailsProperties \ List()

AddressDetailsProperties \ List() AccountNumber \ "AccountNumber"

Email \ "Email"

Password \ "Password"

AccountStatus \ "AccountStatus"

AddressName \ "AddressName"

FirstName \ "FirstName"

LastName \ "LastName"

Language \ "Language"

Country \ "Country"

CountryCode \ "CountryCode"

State \ "State"

StateCode \ "StateCode"

City \ "City"

Address1 \ "Address1"

Address2 \ "Address2"

ZipPostalCode \ "ZipPostalCode"

IsPrimary \ "IsPrimary"

PhoneNumber \ "PhoneNumber"

Organization \ "Organization"
CustomersCachePolicyDefines the cache policy for the customer status defined in the Control Panel.Expiration \ 300000 AllowCaching \ true

CacheName \ "CustomerStatuses"
CustomersRemovePolicyDefines the customer removal policy (i.e., whether deleted customers are removed from the system). If the ForgetCustomer property is set to “true”, the Customer entity is removed from the system (when the Delete Customer action is initiated). If the ForgetCustgomer property is set to “false”, the Customer entity remains in the system, but its status is set to “inactive”.ForgetCustomer \ false
KnownCustomerActionsPolicyProvides the ability to change the default customer action names (e.g., add a customer, edit a customer).AddCustomer \ "AddCustomer"

EditCustomer \ "EditCustomer"

RemoveCustomer \ "RemoveCustomer"

AddAddress \ "AddAddress"

EditAddress \ "EditAddress"

RemoveAddress \ "RemoveAddress"

SelectAddressCountry \ "SelectAddressCountry"

GetCountryRegionsForCustomers \ "GetCountryRegionsForCustomers"
KnownCustomersStatusesPolicyProvides the ability to change the default customer status names (e.g., active, inactive).ActiveAccount \ "ActiveAccount"

InactiveAccount \ "InactiveAccount"

RequiresApproval \ "RequiresApproval"
KnownCustomerViewsPolicyProvides the ability to change the default customer view names (e.g., customers, address list, etc).Master \ "Master"

Details \ "Details"

Addresses \ "Addresses"

AddressDetails \ "AddressDetails"

CustomerOrders \ "CustomerOrders"

Preview \ "Preview"

Customers \ "Customers"

CustomersDashboard \ "CustomersDashboard"

Summary \ "Summary"
LanguagesCachePolicyDefines the policy for caching customer languages.
Note

Do not extend or inherit from out-of-the-box policies; instead, create your own.

You can change the values of default policies by modifying the PolicySet JSON or the Environment JSON, depending on where the policy is defined, and then re-running Bootstrap.

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