How to view, copy & edit the Customer ID?

Modified on: Wed, 5 Apr, 2023 at 6:15 PM

Scope

Reason for not able to delete/Edit the Customer ID

Is it not possible to Delete/ Edit the Customer ID? If yes then why?

How to edit the customer ID of an existing customer?

How to view the Customer ID?

How to copy the Customer ID?


Summary

As per the product functionality, you can set the Customer ID at your preferences but once the customer is created, you cannot edit the Customer ID. Also, with the recent UI enhancement, you can view and copy the Customer ID from the Customer Index Page itself. 


Solution

View/Copy Customer ID

Previously on the customer page, if the length of the Customer ID was longer, which created a blank space in the Customer ID column leading to a longer table. Now we have trimmed the Customer ID to adjust the length of the column width. We have also provided the copy icon to copy the entire Customer ID. You can also use this feature to copy a longer Customer ID that is not fully visible.

Edit Customer ID

For existing customers, you can edit all the customer info (email, first name, last name, company, etc) except for customer ID. You can even edit the payment options, language, preferred currency, and auto-collection status. 

For existing customers, it is not possible to edit or remove the Customer ID.

It is because customer ID is strongly attached to subscriptions, events, invoices, transactions, credit notes, internal logs, and 3rd party integrations if present, and changing or removing it would break the system. 

In your Chargebee user interface, go to the customer for whom you need bank payment-enabled and click Edit Customer found on the Action panel. Then, select the option as shown below:



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