Data Table Items

Data tables contain custom descriptions that are used in various drop-down menus within LobbyCentral. See below for a description of each.

 

Account ID Types The User may customize how the account name is displayed to customers. Example Account ID Types: Student ID, Patient Number, Customer ID Number, etc.
Additional Service Needs Used to indicate if a customer requires a special service during check-in, for example a translator. When creating an additional service need, you must select an icon. This icon is displayed in pending requests after check-in, to alert the user of the requested service.
Product Interest Comments Used to create standard/common customer responses to offered product interest items. When the user offers a cross-sell item, they can then select the corresponding customer comment in the Product Interest section, of the Check-Out window. For Example, 'Interest Rate Too High' or 'Not Interested.' See screenshot below.

  

Product Interest Items Used to track products offered to a customer, during check-out. For example, add-on/cross-sell products, such as low interest credit cards, or a car loan refinance. Product interests appear in the Check-out window, under Product Interest. When creating a Product Interest Item, a value can be assigned for incentive tracking purposes.
Reminder Reasons Reminder reasons were part of the original LobbyCentral software, and are no longer used. This will be removed in a future release.
Service Groups Used to group related service descriptions, for example, when creating a new queue. Service Groups are useful if you utilize many service descriptions. It makes finding and adding the service description to the queue, easier for the user. Service Groups are used for informational and organizational purposes only, and are not seen by the customer.
Mobile Carriers To use customer text paging, mobile carriers must be defined. This allows LobbyCentral to send text pages to the customer. LobbyCentral comes preloaded with the most common mobile carriers on the market. However, if a particular mobile carrier is not listed for a customer, it may be added to this section. When creating the mobile carrier, Text Email Syntax must be included. To do this, enter the portion following the @ symbol; for example enter txt.att.net for AT&T.

 


Adding An Item In Data Tables

  1. In Settings, click Data Tables.
  2. In Data Tables, select a table from the drop-down menu.
  3. Click New Item.
  4. Enter the required information.
  5. Click Save.


Modifying An Item In Data Tables

  1. In Settings, click Data Tables.
  2. In Data Tables, select the appropriate table from the drop-down menu.
  3. Locate the item to update, and click Modify.
  4. Make the desired changes.
  5. Click Save.


Deleting An Item In Data Tables

  1. In Settings, click Data Tables.
  2. In Data Tables, select the appropriate table from the drop-down menu.
  3. Find the item to remove, and click Delete.
  4. Confirm that you want to delete the item.