Customers- Search & Edit (on-premise)

Customer Records

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
  • Address
  • Date of Birth
  • Social Security Number
  • Phone
  • Mobile Phone
  • Email

Additionally, 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 On-Premise user guide.

Customer information may be entered manually, or the administrator can download the  Data Tools program from http://www.lobbycentral.com/download/ to import/ purge customer records. 

For more information about importing or purging data, please see the LobbyCentral Data Tools Manual.

The  Customer Record Window (see example below), contains five tabs: Properties, Custom Fields, Account ID, Request History, and Comment 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.
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 On-Premise User Manual.
Comment History Contains any user comments from previous visit records, to quickly scan past comments


Example: Customer Record Window

 

Performing A Customer Search

  1. Go to Search > Customers.
  2. Enter the customer's full or partial name. 

  3. Click Search.


To View and/or Edit a Customer Record

  1. Locate the customer from the Search list, and click Manage.
  2. 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.


Account ID

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, the 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 using the  Data Tools program when importing customers. See the LobbyCentral Data Tools Manual, for more information. 

 

To Add/Edit a Customer Account ID

  1. In the customer record window, click the Account ID tab.
  2. Click the Add Account ID button.
  3. Enter the ID Number.
  4. (optional) Select the ID TypeFor information on creating ID Types, please see Data Tablesin the LobbyCentral On-Premise Admin Manual.
  5. Click Save.

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