> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ecrypt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard customer vault

## Overview

The Customer Vault is Ecrypt's secure, centralized database of saved customer profiles and payment methods. Think of it as a digital Rolodex of your customers — each record stores a customer's contact information, one or more saved payment methods (credit card or ACH bank account), billing/shipping addresses, and a full transaction history.

Storing customers in the vault lets you:

* Run future charges without re-entering card details
* Create subscriptions linked to a saved profile
* Send invoices that customers can pay with a stored method
* Track all transactions associated with a specific customer in one place

***

## Navigating to the Customer Vault

From the left sidebar, under **APPS**, click **Customer Vault**.

***

## The Customer List (List View)

By default the Customer Vault opens in **List View**, showing a paginated table of all customers.

### Table Columns

| Column                   | Description                                                                        |
| ------------------------ | ---------------------------------------------------------------------------------- |
| **Ecrypt Public ID**     | A system-generated UUID that uniquely identifies the customer in Ecrypt's platform |
| **First Name**           | Customer's first name                                                              |
| **Last Name**            | Customer's last name                                                               |
| **Phone**                | Customer's phone number (shows "N/A" if not provided)                              |
| **Email**                | Customer's email address                                                           |
| **Account Data**         | Masked primary payment method (e.g., `411111******1111 VISA`)                      |
| **Merchant Customer ID** | Your internal customer identifier (set when the customer was created)              |

### Sorting

Click any column header to sort the list by that column. Click again to reverse the sort order.

### Pagination

Use the **Rows per page** dropdown (bottom right) to show 10, 25, or 50 customers per page. Use the arrow buttons to navigate between pages.

***

## Grid View

Click **Grid View** (top right) to switch to a card-based layout. Each card shows the Customer ID badge, full name, email, phone, and primary payment method. Click **List View** to switch back.

***

## Credit Card Filters

At the top right you'll find three tabs:

| Filter            | What it shows                                                |
| ----------------- | ------------------------------------------------------------ |
| **All**           | All customers regardless of card status                      |
| **Expiring Soon** | Customers whose primary card expires within the next 30 days |
| **Expired**       | Customers whose primary card has already expired             |

These are useful for proactive outreach before subscription or recurring payments fail.

***

## Filtering Customers

Click **Filters** to open the filter panel. You can filter by:

* **Ecrypt Public ID** — exact match on the system UUID
* **First Name**
* **Last Name**
* **Phone**
* **Email**
* **Account Data** — partial match on the masked card number
* **Merchant Customer ID** — your internal ID
* **Date Created** — date range the customer was added to the vault

For each filter, select a **Filter Type** (equals, contains, starts with, etc.) and enter a **Value**. Click **+ Add Filter** to stack multiple filters, **Apply Filters** to run the search, or **Clear Filters** to reset.

***

## Adding a New Customer

Click **Add Customer** in the left sidebar under **ACTIONS** from any page.

### The "Add to Customer Vault" Form

**Personal Information**

| Field        | Required    | Notes                          |
| ------------ | ----------- | ------------------------------ |
| Full Name    | Yes         | Customer's full name           |
| Company Name | No          | Optional business name         |
| Email        | Recommended | Used for receipts and invoices |
| Phone Number | No          | Customer's phone number        |

**Customer Wallet** — select Credit Card or ACH:

*Credit Card*

| Field              | Required | Notes                                            |
| ------------------ | -------- | ------------------------------------------------ |
| Name On Card       | Yes      | Exactly as it appears on the card                |
| Credit Card Number | Yes      | Full card number — stored securely and tokenized |
| Expiration Date    | Yes      | MM/YY format                                     |
| Street Address     | No       | Billing address for AVS verification             |
| City / State / Zip | No       |                                                  |

*ACH (Bank Account)*

| Field                               | Required | Notes                      |
| ----------------------------------- | -------- | -------------------------- |
| Name On Account                     | Yes      | Account holder name        |
| Account Number                      | Yes      | Bank account number        |
| Routing Number                      | Yes      | 9-digit ABA routing number |
| Street Address / City / State / Zip | No       |                            |

The **"My billing address is the same as my shipping address"** checkbox is pre-checked. Uncheck it to enter a separate shipping address.

**Extra Info**

| Field          | Notes                                                                        |
| -------------- | ---------------------------------------------------------------------------- |
| Customer ID    | Your internal customer identifier (e.g., from your CRM or e-commerce system) |
| Customer Notes | Free-text field for any additional context or instructions                   |

Click **ADD CUSTOMER** to save. The customer will immediately appear in the vault list.

***

## Viewing a Customer Profile

Click any row (or card in Grid View) to open the customer's profile panel.

### Profile Header

* Full name and **Customer ID** badge
* Phone, email, and company name
* **Ecrypt Public ID** (the system UUID)

### Action Buttons

| Button            | What it does                                                    |
| ----------------- | --------------------------------------------------------------- |
| **+ Actions**     | Dropdown: **New Transaction**, **New Subscription**, **Delete** |
| **Add To Wallet** | Adds a new payment method to this customer                      |
| **Edit Customer** | Opens the customer edit form                                    |

### Customer Wallet

Displays all saved payment methods as card tiles. Each tile shows:

* Cardholder name and masked card number
* Expiration date and card brand logo (Visa, Mastercard, Discover, etc.)
* **DEFAULT** badge on the primary payment method
* **EXPIRED** or **EXPIRING SOON** badge when applicable
* An **UPDATE** button to modify or remove the method

### Billing & Shipping Address

The customer's saved billing address and default shipping address (if different from billing).

### Customer Notes

Free-text notes associated with the customer record.

### Customer Transaction History

A full table of all transactions linked to this customer — ID, Date, Amount, Type, Account Data, and Status. Click any row to open the full transaction detail.

***

## Editing a Customer

From the customer profile, click **Edit Customer**.

**Editable fields:**

* Full Name, Company Name, Email, Phone Number
* Shipping Address (Street, City, State, Zip)
* Merchant Customer ID
* Customer Notes

Click **CONFIRM** to save, or **GO BACK** to cancel.

***

## Managing Payment Methods

### Adding a New Payment Method

Click **Add To Wallet** from the customer profile. Select **Credit Card** or **ACH**, fill in the payment details, check **Make Default** if this should be the primary method, and click **CONFIRM**.

### Updating an Existing Payment Method

Click **UPDATE** on any card tile. The form pre-fills with the current card's details. Update the expiration date, name, or billing address as needed, then click **CONFIRM**.

### Deleting a Payment Method

From the card UPDATE form, click **DELETE WALLET** (shown in red) to permanently remove that payment method.

> **Note:** Deleting a payment method cannot be undone. If this is the customer's only saved method, their wallet will be empty afterward.

***

## Running a Transaction for a Customer

From the customer profile, click **+ Actions → New Transaction**. A payment form opens pre-filled with the customer's saved payment method, so you can charge them without re-entering card details.

***

## Creating a Subscription for a Customer

From the customer profile, click **+ Actions → New Subscription**. The subscription creation flow launches with this customer pre-selected.

***

## Deleting a Customer

From the customer profile, click **+ Actions → Delete**.

> **Warning:** Deleting a customer permanently removes their profile and payment methods from the vault. Historical transaction records are retained in Reporting. This action cannot be undone.

***

## Tips & Best Practices

* **Always enter an email address** — it enables invoice delivery and payment receipts.
* **Use Merchant Customer ID** to link Ecrypt records to your own system (CRM, e-commerce platform, etc.).
* **Monitor "Expiring Soon"** regularly — proactively contact customers to update cards before subscriptions or recurring charges fail.
* **Add Customer Notes** for billing instructions, account flags, or any team-facing context.
* **Set a Default payment method** when a customer has multiple cards on file, to ensure the correct card is charged for new transactions and subscriptions.