---
title: "General customer settings"
description: "Manage a customer's General tab settings: login email and password, signup details, tags, CC email notification recipients, and custom key-value properties."
doc_type: reference
audience: merchant
sidebar_position: 2
# Provenance — do not edit by hand; used by re-run diffing and redirects.
confluence_page_id: "4189388801"
confluence_url: "https://ultracart.atlassian.net/wiki/spaces/ucdoc/pages/4189388801"
last_updated_in_confluence: "2026-02-26T21:09:54.071Z"
---
The General tab contains the core profile fields that define who a customer is and how their account behaves. This is where you manage login credentials, signup details, tags, notification preferences, and custom properties.

## Customer information

The customer information section contains the primary profile fields.

| Field | Description |
| --- | --- |
| Login Email | The email address the customer uses to log in. This also serves as their primary contact email for order notifications. |
| New Password | Set a new password for the customer. Leave blank to keep the existing password. Minimum 4 characters. |
| Signup Date | The date and time the customer account was created. |
| Referral Source | Where the customer came from, such as a marketing campaign or partner website. |
| Website URL | The website URL where the customer signed up. |
| Approved Signup | Toggle that controls whether the customer's account is approved. When disabled, the customer cannot place orders until manually approved. |
| Fax Number | The customer's fax number. |
| Business Notes | Free-form notes about the customer that are visible to your team. Use this for internal context like account history or special handling instructions. |
| Automatic Order Merchant Notes | A note that is automatically added to every order placed by this customer. Use this for standing instructions like "Always double-box" or "Include gift receipt." |

:::tip

The Automatic Order Merchant Notes field is useful for customers with recurring special requirements. The note is applied to every order without manual intervention by your team.

:::

## Tags

Tags let you categorize customers for filtering, reporting, and workflow purposes. Common examples include VIP, Wholesale, Flagged, or any label meaningful to your business.

To manage tags:

-   Select the **Tags** field to open the tag selector.
-   Choose from existing tags or type a new tag name to create one inline.
-   Remove a tag by deselecting it from the list.

Tags appear as a column in the customer list and can be used as filter criteria in the [advanced filter](./searching-and-filtering-customers.md).

## CC email addresses

CC emails receive copies of order-related notifications alongside the customer's primary email. This is useful when a purchasing department, assistant, or partner needs to stay informed about order activity.

Each CC email has the following settings:

| Field | Description |
| --- | --- |
| Email | The CC email address (required). |
| Label | An optional label to identify the recipient, such as "Purchasing Dept" or "Assistant." Displays as "(No label)" if left blank. |
| Notify on Refunds | When enabled, this address receives refund notification emails. |
| Notify on Receipts | When enabled, this address receives order receipt emails. |
| Notify on Shipments | When enabled, this address receives shipment notification emails. |

To add a CC email, select the **add** button in the CC Emails section and fill in the modal fields. You can edit or delete existing CC emails using the action buttons on each row.

## Custom properties

Custom properties are key-value pairs attached to the customer profile. They provide a flexible way to store data that doesn't fit into the standard profile fields -- internal tracking codes, integration identifiers, custom flags, or any other metadata your team or systems need.

Each property has:

| Field | Description |
| --- | --- |
| Property Name | The key for this property (required). |
| Property Value | The value for this property (required). |

To add a property, select the **add** button in the Customer Properties section. You can edit or delete existing properties using the action buttons on each row.

:::info

Custom properties are not visible to the customer. They are for internal use by your team and any integrations that read customer data through the API.

:::

## Related pages

-   [Customers overview](./index.md) -- capabilities summary and page navigation
-   [Searching and filtering customers](./searching-and-filtering-customers.md) -- find customers by tags and other criteria
-   [Billing addresses and payment settings](./billing-addresses-and-payment-settings.md) -- billing addresses and checkout controls
-   [Shipping addresses and preferences](./shipping-addresses-and-preferences.md) -- shipping addresses and preferences
-   [Customer activity and analytics](./customer-activity-and-analytics.md) -- view customer behavior and engagement data