Manage customer accounts

Update customer account statuses for the 120 VIPs who requested store-credit last month. Change their account notes to indicate the credit amount and expiration, and make sure the support team can see the balance on the customer profile. Notify Luis in support when complete so he can confirm with each VIP by Wednesday noon.

Before I bulk-edit account statuses, make this easy for support to verify: surface the remaining credit balance at the top of each profile, group the VIPs by expiration month, and flag any accounts missing email verification that would prevent them from receiving notices. Point out any accounts that look like duplicates.

I just uploaded store-credit to 120 VIP customer accounts and updated notes, but three VIPs say their account shows zero balance. Luis needs to confirm balances by Wednesday and I can’t tell if the issue is a duplicate account, an import format error, or a permissions problem. What should I check first, and what’s the fastest way to confirm which of those it is?

We keep adding credits or notes and then customers or support can’t see them, which undermines trust and costs time. Are we failing at data hygiene, role permissions, or the import process? What one operational habit — a naming convention, an owner, or a verification step — will keep credits visible and stop customer confusion?