Customer Overview
To get to the customer main screen, navigate to Manager Home > Customers.
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You can immediately narrow your search by selecting the "Customer Type" you want to search for. There are 3 different customer types. Home, Business, and Lodging.
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You can then narrow your search even further by entering in a customer's information. You can search for any personal information, as well as their loyalty customer number.
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Any results yielded will be displayed below.
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At the bottom of the screen you have several options.
- New Search: Will clear out the previous search and allow you to perform a new one.
- Add New Cust: Allows you to add a new customer profile.
- Cust Details: If a customer is selected in the results screen, clicking this button takes you to their profile.
- Delete: If a customer is selected in the results screen, clicking this button will initiate deleting the customer profile.
- Output List: Activates the Output list screen, which enables you to output the displayed customers as mailing labels, a report, a file, etc.
- Save Criteria: Activates the Save Criteria screen, which enables you to save whatever search criteria you have currently activated. This enables you to quickly access the same criteria in the future.
- Load Criteria: Activates the Load Criteria screen, which enables you to load previously saved criteria and run a new search.
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- Merge: If you have duplicate customer profiles you have the ability to merge the two by clicking the "Merge" button.
- Advanced Search: Activates the Advanced Search screen which enables you to activate multiple advanced criteria to search through your customer database.
- Apply Offer: Allows you to select a customer and apply an offer such as promo, discount, or coupon without having to open the customer's profile.
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