Navigating the Customer Record

Hanna Chamberlain
Hanna Chamberlain
  • Updated

The new look customer record

In Release 29 we changed the way Customer Records look. 

You navigate around the Customer Record by clicking on various links. These links will then take you to an area of the customer record that will have grouped particular elements together. Previously on the old customer record, there was one list of links that would take you to one particular element. 

 

How do I get around the Customer Record?

Running across the top of the Customer Record you will see links for Details, Orders and Mailings. These links can be accessed from any area of the Customer Record as they are constant, which makes it very easy to move around.

 

new_customer_record_main_details.JPG

 

At the bottom of the screen you will see links to Relationships, Credit/Vouchers, Waiting Lists, Memberships and Audit

 

new_customer_record_bottom_of_screen.JPG

The links at the bottom of the screen will move up and down as you navigate around the customer record and will appear closer to the top the less data there is to display on the relevant screen. 

As you click on the links to take you around the customer record the screen will change to display the information that has been grouped together, including any other subsequent links that you can click on.

In the below image we have clicked on Orders and then Merchandise, but we are still able to navigate to other areas of the Customer Record by clicking on any other links.

customer_record_on_orders.JPG

Clicking on Actions actions_button.JPGwill allow you to

  • Merge the Customer
  • Convert to an Organisation/Individual
  • Download Statement
  • Reset Password.

Notes are created and edited by clicking on the Blue Sticky note icon sticky_note.JPG

To move the customer in to the basket, click the basket icon basket_icon.JPG

 

Below is a summary of the different links you can click on (bold and underlined) and what you can see when you click on the link (including any detail).

 

Details

Personal/Contact Details

Name, Email, Phone, Mobile, DoB, Age, Active Status, Customer Attributes

 

Address Details

Any addresses linked to the customer record (including addresses linked to a Relationship)

 

Data Protection Statements

Customer Responses to any Data Protection Statement

 

Tags

Any Tags assigned to the customer

Orders

Orders

Reference number with a clickable link for any order the customer has made. Includes the date the order was made and the last date the order was edited.

 

Merchandise

Details of any Merchandise item purchased, the order reference number, the quantity of items and a clickable link to the order.

 

Reservations

Details of any active Reservations made, the order reference number and clickable links to the Event and the Order

 

Tickets

Details of any tickets purchased, the order reference number and clickable links to the Event and the Order

 

Donations

Details of any Donations made, the Fund, the amount, the gift aid declaration, order reference number and clickable links to the Fund and the Order

 

Print at Home items

Details of any tickets with Print at Home selected as a delivery method and a link to download the PDF of the ticket.

Mailings

Mailing Records

Details of any Mailings that the customer has received.

Relationships

Relationships defined in Spektrix

Details of any relationships currently defined in Spektrix and the ability to create new Relationships.

 

Credit/Vouchers

Redeem a Voucher

Enter the voucher code to redeem it against the Customer Record

 

View Account Balance

View balance of a Customer's account, as well as a break down of any items purchased using credit.

Waiting Lists

 Waiting Lists

Details of any Waiting List that the customer is on as well as a link to the Event, position on the list and number of tickets required

Memberships

 Memberships

Details of any current or expired memberships, including start and end date, information about the membership and a link to the order

Audit

 Audit

An Audit log of any changes made to the Customer Record, including the date, time and user.

 

 

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