The Lookup feature makes finding details about a particular customer’s activity easy along with the ability to sort the customer list by various criteria.
Customers will be listed along with various data points. Click on a column title to sort the customer list by that specific metric.
Enter a customer's name in the search field to search for a specific customer.
"ATV" is the Average Transaction Value.
The "Export" button can be used to download the customer list into an Excel spreadsheet.
Press the "View Profile" button to view the customer details including a list of transactions.
In the View Profile section, the "+ New Transaction" button can be used to manually add a transaction / adjust points for that customer.
The "Import Transactions" button can be used to sync the customer record in Loyalty with the Point of Sale to pull in new transactions for that customer.
