Search and view Customer Records

This article is going to show you how to search for customer accounts in Ticketsolve and what information is contained within their customer profile. The Search Customer section allows you to search through your customer database and review customer details and history. We will go through each of the tabs found in Customer records including:

1. Customer info
2. Customer summary
3. Permissions
4. Memberships
5. Order history
6. Comments
7. Mailchimp info

Searching for a Customer

Go to Customers > Search Customers.

1. Enter a search criteria in the search box such as a first and/or last name, customer number, email address or phone number.

2. Click the Search Customers button.

Viewing Customer records

Once you have found the customer record you wish to view:

1. Click anywhere on the customer row or the 3 dots on the far right of the customer row.

2. Click the View Customer button.

This takes you to the Customer record. Along the top of the screen you will see all the tabs relating to the Customer record. The default view is the Customer info tab.

Customer info tab

In the Customer info tab you will see an overview about the customer including:

• Name (First and Last)
• Contact Details (Email, Phone and Mobile phone)
• Date of birth
• Address
• Customer type (Person or Organisation)
• Membership status (Active and start date)
• Customer category Whether they have been added to a category
• Any Tags (e.g., accessregister)
• Communication opt ins
• Agreement (or not) to terms and conditions

The actions you can take on the Customer info tab are:

• Edit
• Cancel edit
• Print customer
• Delete customer
• Download the comments associated with the customer

Customer summary tab

The next tab to the right of the Customer info tab is the Customer summary tab and details:

• Membership status and start date 
• Active benefits and start date
• Customer start date
• Total revenue (e.g., total spent since becoming a customer) including:
  • Date of last order
  • Date of first order
• Total tickets booked including a breakdown:
  • Total number of orders made
  • Total number of shows purchased for
  • Total number of events purchased for

Permissions tab

The Permissions tab shows you all of the Permissions the customer has agreed to. Using the toggles next to each Permission you can turn individual permissions on or off as required. 

Membership tab

Customers can create an online account (with login details) so they can view past purchases, have their name and address saved for future orders etc. Customers with login accounts are considered Members and have a Membership within Ticketsolve. 

Customers who have login accounts (i.e., an active Membership) can also be part of a Membership scheme and have active Benefits. 

The Membership tab gives you details about the customer's Membership status and Benefits. 

• Membership status and start date (i.e., online account with login)
• Membership schemes (Benefits) they have (e.g., Friend of the Theatre)
  • Benefit name
  • Benefit expiry date
  • Email associated with the Benefit
  • Promotion name
  • Promotion end date
  • Active status
• In the Membership sub menu you can also view:
  • The Rewards log
  • The Redemption history

The actions you can take on the Membership tab are:

• Set membership to active or inactive (Membership live toggle (on blue or off grey). Turning off a live membership will suspend the membership and not allow the customer to login. If turned on at a later date, previous membership schemes and benefits will be reinstated and be active. 
• Delete / remove Membership: Removes the membership completely (but not the customer record). This will completely remove customer access to current and future benefits, rewards and redemptions and will remove the ability for the customer to login. 
• Send reset password email to the customer.

 Ticketsolve Tip

To reinstate a deleted Membership: 1. Go to the Customer record you need. 2. On the Customer info tab, set the Membership toggle to on (blue). 3. Click the Update Customer button. 4. The customer will receive an email inviting them to reset their password.

Order history tab

The Order history tab lists all of the customer's orders with details including:

• Order Details (Order number and other details such as if tickets were printed, order taken at box office or phone, if the order was amended etc.)
• Last Update (date and time) of the order
• Description of the order (event information, products etc.).
• Order Total
• Amount Due (if any)
• Created by (user)
• Comments

Clicking on an Order opens a pop-up with more details and the following options:

• View order
• Amend order
• Print
• Manual print
• Custom print
• Print summary
• Manual print summary
• Print preview
• Manual print preview

Clicking into any of the options will bring you to more information and more actions you can take.

Comments tab

The Comments tab will list all of the comments related to the customer.

To view hidden system comments click the eye icon.

Mailchimp info tab

The final tab in the customer record is the Mailchimp info tab. If you are integrated with Mailchimp, you can see activity and interest information about the customer as it relates to their engagement with your Mailchimp campaigns and/or automations. 

Want to know more?

• Permissions and Opt-ins
• Box Office Memberships Tab
• Utilising Ticketsolve for Successful Membership Schemes
• The Box Office listings view
• How to Search Orders
• Mailchimp Integration with Ticketsolve
• Introduction Training Module
• How to create a Show