Customers Info ties directly into the online sales altering or changing this information may cause undesired effects.
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Finding the customer in the CRM
Search for the customer’s name in the live search on the left hand side of the Ticketbooth admin panel and then click on the customer name you wish to refund or click customers on the top of the admin panel and then use the search in the top of the menu bar.
Viewing Customer’s Account Details
- Customer Account Details
The left side of each Customer Info page will list the customer’s name, address, phone and email. Each field can be edited by clicking the pencil icon to the right of the information. The text box below the customer information can be used to make notes on the customer, which will appear at the bottom of the Customer Info page.
- Action Items
Each Customer Info page will allow you to Resend Customer Password to the email address on file or to a new email address by clicking the button above the customer’s sales history.
- Sales History
The right side of each Customer Info page will list the customer’s sales history. Click the Sale ID to view that order’s sale details.
Viewing Sales Details
- Sale Information
The left side of each Sale Details page will list the Sale ID, Member Name, Name on Tickets, Email on Order, Confirmation Number, Sale Date, Payment Method, Sale Capture Method, Delivery Method, and Order Total. The text box below the sale information can be used to make notes on the sale, which will appear at the bottom of the Sale Details page.
- Action Items
Each Sale Details page will allow you to Swap Tickets (to a price level with the same price), Resend Receipt (to the email address on file or a new email address) and View/Print Tickets (opens a PDF file of the print-at-home tickets).
- Valid Tickets
The right side of each Sale Details page will list the tickets that were purchased on the order under Valid Tickets. If any of the tickets were canceled, the page would list those tickets under Void Tickets. If there was a refund processed on the order, the amount would be listed under Refund.