DocumentationCommerceCustomer Management

Customer name and address options

Last update: Tue Jul 11 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • User

The Name and Address Options determine which fields are included in the name and address forms when customers create an account with your store.

Customer Account sign up form {width="500" modal="regular"}

The steps for configuring the name and address options are different for Adobe Commerce and Magento Open Source.

Configure name and address options for Adobe Commerce

You can configure the name and address options that are presented to customers on the storefront when they create their account.

Step 1: Set the scope of the configuration

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the left panel, expand Customers and choose Customer Configuration.

  3. Expand the Name and Address Options section.

    note info
    INFO
    Notice that the scope of the name and address options applies at the website level.

  4. Scroll up to the top of the page and set the scope of the configuration to one of the following:

    • Default Config
    • Main Website (or specific site for multi-site installations)
    note info
    INFO
    The Name and Address Options section doesn’t appear when the scope is set to Default Store View.

    Configuration Scope {width="700" modal="regular"}

Step 2: Configure the name and address options

  1. Return to the Name and Address Options section of the Customer Configuration page.

    note info
    INFO
    If you are not using the Default config scope setting, you must clear the Use Default checkbox for each field before changing the value.

    Name and Address Options {width="600" modal="regular"}

  2. For Prefix Dropdown Options, enter each prefix that you want to appear in the list, separated by a semicolon.

    note important
    IMPORTANT
    Place a semicolon before the first value to display a blank value at the top of the list.

  3. For Suffix Dropdown Options, enter each suffix that you want to appear in the list, separated by a semicolon.

  4. To include the following fields in customer forms, set the value of each to Optional or Required, as needed.

    • Show Telephone
    • Show Company
    • Show Fax

Step 3: Save and refresh

  1. When complete, click Save Config.

  2. In the message at the top of the page, click Cache Management and refresh each invalid cache.

Configure name and address options for Magento Open Source

Configure the name and address options that are presented to customers on the storefront when they create their account.

Customer Account sign up form {width="500" modal="regular"}

Step 1: Set the scope of the configuration

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the left panel, expand Customers and choose Customer Configuration.

  3. Expand the Name and Address Options section.

    note important
    IMPORTANT
    Notice that the scope of the name and address options applies at the website level.

    Name and Address Options {width="600" modal="regular"}

  4. Scroll back up to the top of the page and set the scope of the configuration to one of the following:

    • Default Config
    • Main Website (or specific site for multi-site installations)
    note note
    NOTE
    The Name and Address Options section doesn’t appear when the scope is set to Default Store View.

    Configuration Scope {width="600" modal="regular"}

Step 2: Configure the name and address options

  1. Return to the Name and Address Options section of the Customer Configuration page.

    note info
    INFO
    If you are not using the Default config scope setting, you must clear the Use Default checkbox for each field before changing the value.

  2. For Number of Lines in a Street Address, enter a number from 1 to 4.

    note warning
    WARNING
    By default, the street address is three lines.

  3. To include a prefix (such as Mr. or Ms.) as part of the name, set Show Prefix to Yes.

    Prefix in customer sign up form {width="600" modal="regular"}

    note info
    INFO
    For Prefix Dropdown Options, enter each prefix that you want to appear in the list, separated by a semicolon. You can place a semicolon before the first value to display a blank value at the top of the list.

  4. To include an optional field for the customer’s middle name or initial, set Show Middle Name (initial) to Yes.

  5. To include a suffix (such as Jr. or Sr.) after the customer name, set Show Suffix to one of the following:

    • Optional
    • Required
    note info
    INFO
    For Suffix Dropdown Options, enter each suffix that you want to appear in the list, separated by a semicolon. You can place a semicolon before the first value to display a blank value at the top of the list.

  6. To include the date of birth, set Show Date of Birth to one of the following:

    • Optional
    • Required
    note info
    INFO
    In keeping with current security and privacy best practices, be aware of any potential legal and security risks associated with the storage of customers’ full date of birth (month, day, year) with other personal identifiers. It is recommended that you limit the storage of customers’ full birth dates and suggest using customer year of birth as an alternative.

    Customers can use the Calendar icon after the field to choose the birth date from a pop-up calendar.

    Date of Birth in customer sign up form {width="600" modal="regular"}

  7. To allow customers to enter their tax or VAT number, set Show Tax/VAT Number to one of the following:

    • Optional
    • Required

  8. To include a field for gender in the customer form, set Show Gender to one of the following:

    • Optional
    • Required

    Gender Options in customer sign up form {width="600" modal="regular"}

  9. To include the following fields in customer forms, set the value of each to Optional or Required, as needed.

    • Show Telephone
    • Show Company
    • Show Fax

Step 3: Save and refresh

  1. When complete, click Save Config.

  2. In the message at the top of the page, click Cache Management and refresh each invalid cache.

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