View a customer summary

This widget is used in the profile page to show a summary of customers’ basic information along with site selector and account selector options.

For information on working with customer profiles in the agent console, see Search for customers.

Note that a version of this widget exists within the Storefront framework, as well. See Appendix: Layout Widgets and Elements for information on Storefront widgets.

Widget Name: customerSummary

Display Name: Customer Summary Widget

Supported Page Types: agentProfilePageType

Layouts:

  • Account Contacts Layout - Agent
  • Account Details Layout - Agent
  • Address Book Layout - Agent
  • Customer Details Layout - Agent
  • Order History Layout - Agent
  • Orders Pending Approval Layout - Agent
  • Purchase List Layout - Agent
  • Scheduled Order Layout - Agent

Elements: To understand how these elements are used, refer to the widget’s code view:

  • account-selector
  • customer-basic-information
  • site-selector

Note: The Customer Profile page does not have a back navigation button by default. To create one, you must update the widget with a custom property.