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, Mailings, Wallet and Subscriptions. These links can be accessed from any area of the Customer Record as they are constant, which makes it very easy to move around.
At the bottom of the screen you will see links to Relationships, Credit/Vouchers, Waiting Lists and Audit
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.
Clicking on Actions 
will allow you to
- Merge the Customer
- Convert to an Organisation/Individual
- Download Statement
- Add Relationship
- Send Change Password Email
- Join a Different Household
Notes are created and edited by clicking on the Blue Sticky note icon 
To move the customer in to the basket, click the basket icon 
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).
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Details |
Personal/Contact Details |
Name, Email, Phone, Mobile, DoB, Age, Active Status, Customer Attributes |
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Address Details |
Any addresses linked to the customer record (including addresses linked to a Relationship) |
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Data Protection Statements |
Customer Responses to any Data Protection Statement |
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Tags |
Any Tags assigned to the customer |
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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. |
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Merchandise |
Details of any Merchandise item purchased, the order reference number, the quantity of items and a clickable link to the order. |
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Reservations |
Details of any active Reservations made, the order reference number and clickable links to the Event and the Order |
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Tickets |
Details of any tickets purchased, the order reference number and clickable links to the Event and the Order |
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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 |
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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. |
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Mailings |
Mailing Records |
Details of any Mailings that the customer has received. |
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Wallet |
Stored Credit Cards |
Details of stored credit cards. |
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Subscriptions |
Memberships |
Details of any current or expired Memberships, including start date, end date, and renewal date, information about the Membership, options to renew or auto renew and a link to the order |
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Ticket Subscriptions |
Details of any current or expired Ticket Subscriptions, including start and end date, information about the Ticket Subscriptions, available and redeemed vouchers and a link to the order |
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Fixed Subscriptions |
Details of any current or past Fixed Subscriptions, information about the Fixed Subscriptions and options to release subscription or buy the tickets |
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Relationships |
Relationships defined in Spektrix |
Details of any relationships currently defined in Spektrix and the ability to create new Relationships.
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Credit/Vouchers |
Redeem a Voucher |
Enter the voucher code to redeem it against the Customer Record |
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View Account Balance |
View balance of a Customer's account, as well as a break down of any items purchased using credit. |
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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 |
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Audit |
Audit |
An Audit log of any changes made to the Customer Record, including the date, time and user. |