Customer: View Details

After you create the customer account, you can add and change many details associated with that account through CSR’s Customer Details page.

The Customer Details page displays the following types of information: Latest Transactions, Latest Rewards, Latest Emails, and Customer information including customer type, points, tiers, and program join date.

Note:
  • When an unenrolled customer is created on the basis of a set of customer fields that include customer phone number and not the email address, a (false) placeholder email address is generated for the customer.
  • Many types of data are not provided for unenrolled customers who are not part of the loyalty program. In general, if a category of customer data is not used to support a loyalty program member, it is not collected and displayed in the customer data displays.