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.