Mobile Customers
- Jason Reel (Deactivated)
A huge benefit to the mobile app is the ability for users to search for and review customer details while on the move! The customers module will provide users with the flexibility to get out from behind the desk and still have real-time customer information.
The customers module provides tons of useful information on ALL customers in a center. Even though the customer data cannot be changed, the module offers extremely useful stuff like an agenda that shows upcoming classes the customer will attend or any emergency contact information.
As users search for and select a customer users will be able to view upcoming activities, profile details, membership plan, health information, and transactions.
Overview
Navigate to the customers module by selecting the Community Connect logo (top left) and select "Customers".
As with other modules, Customers is a specific user permission. The user must have access to it in order for it to be listed in the menu.
Search
Once the customers module has been selected, users will see a list of any recent customer profiles they have opened. From here they can also search to find another member within the selected location. For more information on performing a search dive into the article "Search for a Mobile Customer Record".
Explore
There is much to see when looking at a customers record. Read up on what's available in the article "Explore a Mobile Customer Record".