Customers- Search & Edit (cloud)
LobbyCentral retains all customer visit information until it is deleted from the system. At a minimum, LobbyCentral will create a record for each new customer, containing the customer's first and last name. Additional fields in the customer record that can be maintained are:
- Middle name
- Date of Birth
- Social Security Number
- Mobile Phone
In addition, custom fields may be created in the customer record for company specific needs. For information on creating custom fields for a customer record, please see Custom Fields, in the LobbyCentral Cloud user guide.
Customer information may be entered manually, or the administrator can use Import Customer File, in System Administration, to import customer records. For more information about importing data, see Import Customer File in the LobbyCentral Cloud user guide.
The Customer Record Window (see example below), contains five tabs: Properties, Custom Fields, Add Account ID, Request History, and Comments History.
|Properties||Displays vital customer information, and may be edited.|
|Custom Fields||Custom fields are created in Administration, and are used to collect additional information about the customer, such as gender or case number.|
|Add Account ID||Displays any account IDs created for the customer. User can also create a new Account ID from this tab.|
|Request History||Contains all previous visit records from this customer. Visit Records are View only, and can not be edited from this screen. To edit a closed request, please see Request History- Search & Edit in the LobbyCentral Cloud user guide.|
|Comments History||Contains any user comments from previous visit records, to quickly scan past comments.|
Example: Customer Record Window
Performing A Customer Search
- Go to Search > Customer Search.
- Enter the customer's full or partial name, or Account ID.
- Click Search.
To View and/or Edit a Customer Record
- Locate the customer from the search list, and click Manage.
- Make the desired changes and click Save.
Note:Deleting a customer record will also remove all service requests associated with the record. If Delete is selected, a message will be displayed asking the user to confirm the action.
Some organizations, such as banks, use account numbers to identify their customers. You can add this information to a customer record, to enable searching by Account ID.
If a customer’s record contains one or more account IDs, a user can enter the account ID instead of the name, when creating a check-in request. The benefit of using account IDs, is that it speeds up the check-in process.
Account IDs can also be created during the Import Customer process. See Import Customer File in the LobbyCentral Cloud User Manual, for more information.
To Add/Edit a Customer Account ID
- In the customer record window, click the Add Account ID tab.
- Click the Add Account ID button.
- (optional) Select the ID Type. For information on creating ID Types, please see Data Tables, in the LobbyCentral Cloud Admin Manual.
- Enter the account ID.
- Click Save.