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Customer portfolio

Customer portfolio Module

Developed by Community developer

More than 90 % of users recommend this product


The average rating includes all reviews since the product launch.

(6 votes)
  • +100
  • PrestaShop -
module - Customer Administration - Customer portfolio - 1
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module - Customer Administration - Customer portfolio - 10


Attach and spread accounts of your customers according to your agents. Each business will access only to its portfolio of clients.

What this product does for you


Customer relations Improve customer relations

Your e-commerce site has a large number of clients. Distribute the load in your business, which will be more effective by having shown that their accounts receivable are attached.


This module is very simple to use, you can :
  • To link customers to an employee who left a specific profile (eg commercial).
  • The display back-office will be filtered for each employee who left the specific profile. This filtering is performed on the tabs:
    • Orders
    • Customers
    • Addresses
    • Carts
    • SAV
    • Outstanding

Frequently bought together

Add "Customer portfolio" to your cart along with:

  • This module allows you to fully comply with the GDPR/LOPD Cookies Section . Display a responsive and custom warning banner and disable cookies when users enter your website until you obtain their consent.

  • The best and more popular search and layered navigation module available for PrestaShop ! Best Module Award winner.



For a complete demonstration you can use the following accounts (password is common: demodemo) :
    • (Warning: no filtering views with this account.)
    • (Account with filtering views)


What your customers will like

Each client is followed by a salesperson, this system provides a guarantee of quality and improves customer relationships / dealer


Operation of the module is formed with  controllers override below. Override methods are specified in brackets. In case, you use the same methods on override, an implementation of adaptation will be expected (not included in the purchase of the module).

  • AdminAdressesController (renderList / renderForm)
  • AdminCartsController (__construct / renderView)
  • AdminCustomersController (renderList / renderForm / processSave / renderView / ajaxProcessSearchCustomers)
  • AdminCustomerThreadsController (renderList / renderView)
  • AdminOrdersController (__construct / renderView / ajaxProcessSearchCustomers)
  • AdminOutstandingController (__construct)

Support and updates

You automatically get 3 months of support for this product.

For 90 days after your purchase, you can enjoy technical and feature support, as well as access to updates available for this product.

Make sure this product runs well on your store for 12 months with Option Zen!

With Option Zen, you get access to ALL updates for the product for one year following purchase. Support from the product developer is available by email to answer all your technical and feature-related questions.

What is Option Zen?

Option Zen includes two services:

  • Unlimited after-sales support during the period covered by the option
  • Access to all updates for the product during the period

Option Zen is available at a discount when purchasing this product, but, if you miss out, you can also buy it via your customer account later. It is valid up to one year following the date of purchase of your product. The earlier you buy it, the longer you can enjoy it!

What does it include?

The following are included in Option Zen:

  • questions about using the module/theme;
  • solving technical problems related to the module/theme;
  • access to all module/theme updates.

The following services are not included in Option Zen:

  • customization and special development;
  • installing and updating the module/theme;
  • solving problems concerning third-party services, hosting, the server, or the PrestaShop software.


  •  Downloaded module
  •  Click install.
  • After installation, click on the link "Configure" and select the profile that is used to manage a portfolio of client (eg Business), then click save.
  • The installation and setup is complete.

What's New in Version 1.6.3(10/03/2017)

  • Fixes bug, unfiltered export of customers view
  • Fixes bug, unfiltered export of address view

About the developer

Community developer

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  • 3 months of free support (Learn more)
  • Developed by a Top Developer
  • Documentation included
  • Compatibility v1.5.0.17 - v1.7.5.2

  • Version 1.6.3 (10/03/2017)

  • Available in EN, FR

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