Configure Customers 2 profile summary

This article provides instructions for configuring the customer profile summary that appears near the top of an Customers Module details page for a Customers 2 implementation.

About this task

From this page, you can either edit the existing profile_info sub-component or create a new sub-component. The other sub-components are not editable.

Steps

1. On the Admin & Rights 2.0 dashboard, under Module Configurations, click Customers2 Settings. The Customers 2 Settings page opens, displaying the sub-components of the first component listed in the page's navigation panel.

2. Click headers to see the associated sub-components - all of which constitute the customer profile summary.
3. If you want to edit the profile content that appears in the existing profile_info sub-component, select it and then proceed to step 6.
4. If you want to create a new headers sub-component, click Create New Component to open the Create New Component modal.
5. In the Types field, select or enter "headers." In the Value field, specify a name for the new sub-component. Then click OK. The new component appears in the Available Components section of the page. Double-click the new component to have it appear at the bottom of the Selected Components table.
6. Now, for either profile_info or a new sub-component, define your content in the Component Details text box, which is shown below:
   
   
   1. In the Title field, specify a title for the sub-component. For example, "MEMBER."
   2. CIick Use template header? if you want to open the "Template header" text box and specify a header for the content that appears.
   3. In the Template text box, enter the content - HTML or plain text - for the sub-component's body. For example:
      
      <h3><%= user.first_name %> <%= user.last_name %></h3>
      <b>Email:</b> <%= user.email %><br>
      <b>External ID:</b> <%= user.external_id %><br>
      <b>Date of birth:</b> <%= formatDate(user.dob) %><br>
      <b>Language:</b> English<br>
      <b>Account Status:</b> <%= cap(user.account_status) %>
      
      If you need help on formatting HTML in the template, click the question mark and consult the Template Hints screen.
      
      
7. Click Save. When you refresh the page, the new or revised sub-component displays on the Customers Module details page. For example, the rendered HTML shown in the red box below: