This is an integrated area that allows you to look up your customers and their transactions. The left panel is for conducting a customer search, and the right panel is for a transaction search. Simply enter the details in the required field and press search at the bottom of the page. If you’re searching for customers, you must press ‘Customer Search’, if you’re searching for a transaction, you guessed it, you must choose ‘Transaction Search’. For example, if you search with a confirmation number, it would be via a Transaction Search.
You can also add a customer from this page by selecting ‘+ Add Customer’. Depending on your settings (Settings > Organisation Settings > Step 2: General Settings > Customer), you may be required to search for a customer first before adding a new customer. This feature helps staff search for a customer profile first to ensure no duplicates are made.
We also have a smart-search system in place when you are conducting a global search by customer. For example, if you are searching for a customer named Dennis, you can search ‘den’ (must be at least 3 letters/numbers) and results will automatically appear on the page. You can search by first name, surname, email, phone number or address and results sort in order of surname, first name. You can either select a customer from the smart-search list and be taken directly to their profile or press ‘Search’ to be taken to the complete breakdown of the customer search list.
From the customer search results page, there are a few functions available to you. Here you can add a customer, conduct another customer search by expanding the ‘Search Filter’ bar, edit a customer record and also merge customer records if there are duplicates. To merge customer records, simply select ‘Merge Customer’ and choose your primary record (this is whose primary information will be kept i.e. transactions, marketing opt-ins, households etc.), and your secondary record/s to merge (these details will merge with the primary record). Once you are done, click ‘Merge Now’ at the bottom of the page. If you would like to exit out of merge customer mode, simply refresh the page.
From the transaction search page, you can select a particular transaction, use the edit function, add a customer or conduct another customer search by expanding the ‘Search Filter’ bar.
From the customer record, you can sell tickets directly to a customer by selecting ‘Sell Now’ and you are taken to the standard sales page with that customer’s information pre-filled. You can also edit their personal and contact details, see their customer ID, their statistics, review customer information and make a customer active or inactive. To make a customer inactive, simply untick the box at the top of the customer profile. If you would like to search for that customer again at a later time, you will need to tick the ‘Include Inactive Customers’ box at the bottom of the customer search pane. Customer profiles cannot be deleted as you must keep viable records, however, using the merge function you could potentially merge all old profile data into one primary profile called ‘old customer data’, for example.
Customer Information in the customer profile includes Marketing Opt-ins, Transaction History, Donations, Notes, Documents, Tasks, Tags and Interests, Memberships and Related Persons.
Merge Customers/Patrons: To merge customer records, simply select ‘Merge Customer’ and choose your primary record (this is whose primary information will be kept i.e. the main customer/patron information panel such as first name, surname, address, phone numbers, transactions, marketing opt-ins, households etc.), and your secondary record/s to merge (these details will merge with the primary record). Once you are done, click ‘Merge Now’ at the bottom of the page. If you would like to exit out of merge customer mode, simply refresh the page.