Customer Types: How To

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Create Menu specific to Customer Types

Add a link for a specific customer type and include the customer type name inside of brackets. This name will be removed. If no name in brackets is present, the link will show to all site visitors. See image below, for example:

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Create a resource list, specific to customer type

In the theme customizer, select Legacy Customer Account > Customer Account

Add a Resource Block

Add an image, heading, description, menu, and customer type - same name as the customer account type metafield

If no customer type is entered, the block will show to all customer types

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Configure Account Manager and Sales Representatives

In the admin, go to Content > Metaobjects

Click on the definition name you wish to edit

Click Add Entry on the top right of page

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Assign Sales Rep & Account Manager to customer

On customer's page in Admin, go to the Account Manager or Sales Rep metafield and select the person from the dropdown list

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Show Account Manager and Sales Representative on Account Page (for Customer to see)

In the theme customizer, select Legacy Customer Account > Customer Account

On the side panel, click on Customer Account

To show the Sales Rep & Account Manager, toggle them on

The heading "Sales Rep Details" and "Account Manager Details" on the Account page are language settings. Change them by going to Legacy customer Accounts > Account signed in link list