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Contacts Overview

View contacts and edit address and billing details.

Updated over 2 months ago

The Bocs Contacts page displays all users synced from your Wordpress store, providing information about each contact.

Before you start

The Contacts page includes the following tabs:

  • Overview - Shows all Users from your Wordpress website

  • Subscribers - Shows all the users with a subscriptions - coming soon

  • More on our roadmap - have a suggestion, let us know about it!

Viewing Order Information

Contact Overview Stats

At the top of the Bocs Contacts page, are quick stats to get an overview of your contacts.


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Contacts Table

The Contacts table displays each contact defaulting to the most recent contact created at the top of the table. The contacts table is filterable (filters coming soon) and each column is sortable (sorting coming soon).


Searching

At the top of the table is a search bar that can search for any contact:
You can search by typing into the search field for:

  • Name

  • Email Address

  • Phone Numbers

Creating a Contact

To create a new contact click on the 'New Contact' button. Currently, you can only set:

  • First Name

  • Last Name

  • Email

In the future, more details can be added to a new contact when creating a subscription for the newly created contact. Otherwise, once the contact has been created, you can click on the entry in the table and edit the contact. See below.

Editing a Contact

To edit a contact, click anywhere on the row of the table for that contact to open the contacts drawer. Click the 'Edit' button to change the interface. Here you can update their:

  • First Name

  • Last Name

  • Email

  • Phone Number

  • Shipping Address

  • Billing Address

Once you have made the changes, click on the 'Save' button.

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