Customer Management
The Customers section lets you view and manage customer profiles, look up order history, and maintain customer records.
Prerequisites
- Admin access to the Ledgerline Admin Panel.
Viewing Customers
Open Customers in the admin sidebar. The list shows all customers for the current tenant with their:
- Discord username and display name
- Email (if provided)
- Phone (if provided)
- Active status
Click any customer to open their full profile.
Customer Profile Details
Each customer profile contains:
| Field | Description |
|---|---|
| Discord ID | The customer's Discord user ID. |
| Discord Username | Their Discord handle. |
| Display Name | Their server display name. |
| Optional email address. | |
| Phone | Optional phone number. |
| Source | How the customer was created: DISCORD, EMAIL, or MANUAL. |
| Addresses | Saved shipping addresses. |
| Notes | Free-form notes field for admin use. |
| Active | Whether the customer account is active. |
| DM Preferences | The customer's per-event DM opt-in settings (read-only). |
Searching for a Customer
Use the search or filter controls at the top of the customer list to find a customer by name, Discord username, or email.
Editing a Customer
- Open the customer profile.
- Update the fields you need to change (display name, email, phone, notes).
- Click Save.
Managing Addresses
Customers can have multiple saved shipping addresses, with one marked as default.
- Add an address — Open the customer profile and add a new address with street, city, state, postal code, and country.
- Remove an address — Delete an address from the customer's profile.
- Set default — Mark an address as the customer's default shipping address.
Viewing Order History
From the customer profile, you can see all orders associated with that customer. Click an order to navigate to its detail view.
DM Preferences (Read-Only for Admins)
Each customer controls their own per-event DM preferences via the /dm-prefs Discord command. The admin profile shows the current state of these preferences but does not allow admins to change them — this is by design to respect customer privacy and autonomy.
If a customer reports missing DMs, you can check their dmPreferences field in the show view to see whether a particular event type is disabled.
Deactivating a Customer
To deactivate a customer (soft delete), open their profile and set their status to inactive, or use the delete action. Deactivated customers retain their data but are marked as isActive: false.
Linking Customers to Users
A customer record can be linked to a platform user account. This connection lets the system associate Discord activity with admin-panel users. Use the link action on the customer profile to associate a user ID.