Customer: View Details

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

From the search result page, clicking on any customer name displays the Customer Details page. The Customer Details page displays the following types of information: Latest Transactions, Rewards, Email,Lists, Customer Information including Name, Address, Phone, Email, Member ID, Status, Available Points,Available points in Each Point Group, Tier, Tier Join Date, Tier Expiry Date, Marketing Program Number,Customer Type, Email Opt-In, Program Join, Shopper Create Date, Current Year Limit, Cards and Change History.

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.