Working With Your Customer Data
We have rebuilt your customer database to be more intuitive, easier to work with, and more powerful. The Customers screen, available from the main navigation panel on the left of the system, is your one-stop shop for all customer data management. The screen is composed of two major elements, the Customer Overview Table and the Customer Data View. We will walk you through both sections and give you some ideas on how to best use this data.
The Customer Overview Table
The Overview table is a sortable, filterable display of your customer data. Using this table, you can generate a view of your customers tailored to your needs. Additionally, you can search for a specific customer to quickly view his/her order history.
Sorting the View
The arrows to the right of the data table fields (see screenshot above) allow you to sort the table in ascending or descending order by column. For example, the view above is currently sorted in descending order for Events Attended. Ms. Cici Harman is the most active customer with 4 events attended.
Showing More Entries
With so many customers, it is ungainly to show all of them at once. Instead, the table supports the ability to limit the number shown at once. By default it will display 10 entries. You can use the selection box on the top-left of the table to change this setting to 25, 50, or 100.
What happens when there are more entries than the number displayed? A couple of things happen. First, you will notice on the bottom left of the table that it states, "Showing 1 to 10 of 219 entries." This is found on the bottom-left corner of the table. This sentence gives you awareness of how many entries are in the table and where you are in the table. Second, you will notice on the bottom-right, partially obscured by the Submit Support Ticket button above, a classic pagination control. Clicking the Previous or Next buttons advances you through the table, revealing currently hidden entries. The blue page number shows you where you are in the view.
Searching and Filtering
Great. So we can view our customer list. Big deal! You're right. We should do more with this rich data-set. What if we could generate custom views of the data to support things like frequent painter programs or birthday clubs?
We can. This is where the search field comes in. Found on the top-right corner of the table, the search is a way to filter the table by whatever you enter. For example, type in 'September.' What results is a list of all of your customers that have September birthdays. Cool!
Or, try typing in a specific name. Very quickly you will find that person's record and be able to get a detailed view of his/her history. Type in a number. The table will sort to show you, among other results, the customers who have attended that many classes.*
*Note: if that number appears in their birth date or email, it will also show up. Our search isn't Google, yet.
Exporting the Table
Want to send your sorted, filtered view to a newsletter program or other third party? You can export the current table by clicking the buttons above the search field. Copy will copy the table to your computer's clipboard. Save gives you the option to save the table as an Excel, PDF or CSV file. From there, you can format the table as needed and send off to your third party.
The Customer Data Table
Once you identify a customer that you want more information about, you can click his/her name in the Overview Table to open the Customer Data table. It appears below the overview table to support quick searching and data retrieval without forcing you to jump around the system.
Above is an example of the detailed view. You will find a list of all events that a customer attended, the number of tickets purchased by event, basic information about the customer (name, email, phone, etc.), and a data graphic that shows their purchase history by month. All of the same filtering, sorting and pagination capabilities are found in this table.
Coming soon will be the ability to perform actions on a customer directly from this view. For example, create and issue a specific coupon code for that customer or enter an in-store sale are possibilities. We are working during the pilot phase to identify what features to include.