Customers- Search & Edit (on-premise)
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
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
- Go to Search > Customers.
- Enter the customer's full or partial name.
- 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, 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
- In the customer record window, click the Account ID tab.
- Click the Add Account ID button.
- Enter the ID Number.
- (optional) Select the ID Type. For information on creating ID Types, please see Data Tables, in the LobbyCentral On-Premise Admin Manual.
- Click Save.