Customers
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      1. Help Center
      2. Customer Loyalty
      3. Customers

      Customer Lookup & Sorting

      Find a customer record in Loyalty for details on transactions and customer metrics in WorkstandIQ.

      Customer Lookup

      Customer Sort

      Customer Lookup

      • 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.
      • In the WorkstandIQ Dashboard, go to Customers > Lookup.

      Customer Sort

      • 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.
      • For more information on the Customer Profile please visit this Help Center Article.