Changes to a customer record cannot always wait for you to reach a PC, so Agile Web Portal gives you the ability for you to manage customer information on-the-go, on your smartphone or Mac device. Follow the steps below to learn how to look up and edit customer records in Web Portal.
1. First, go to portal.agiletix.com.
2. Log in with your Username, Password, and Domain.
3. Click the Customer Relations tab on the left side of the screen. Then click Customers.
4. If you need to create a new customer, click Add Customer at the top of the page. Otherwise, you can search for customers by name or by a Keyword such as an address, phone number, or email address. There are three checkboxes you can use to narrow or expand your search.
- Exact Match - Checking this box will ask Agile to leave out any customers who do not exactly match the name or keyword you have entered. Leaving this box unchecked can be a useful way to search for customers when you are not sure of the spelling of their name or if you believe they may have duplicate accounts due to typos.
- Show In-Active - Checking this box will allow you to see customers whose accounts have been disabled.
- Include Related - Checking this box will allow you to see both customers who match your criteria and customers who have been linked together as business contacts and their respective businesses or purchasers and the people for whom they have bought or forwarded tickets.
5. Once you click Search, a list of customers who match your search criteria should appear.
6. Click the Pencil Edit icon next to a customer's name to open their record.
7. From this page, you are able to edit customer information by clicking on the field you want to edit.
8. You can upload a Customer Image to their account that can be used to identify the customer at the box office. Some organizations even print this image on membership cards, festival passes, or staff/volunteer badges. Click the Upload button and select the image from your computer.
9. If the Customer does not have an online account but wants to create one, click the Send Account Create Email button to email them a new Password Reset link.
10. If they already have a Web Login but have forgotten their password, click the envelope button to send them a Password Reset email.
11. You can also view and edit the answers to Customer Questions that have been set up.
12. From this page, you can also view and add memberships. (Click to learn more about Adding and Managing Memberships in Web Portal)
13. Customer Relationships can be established on this page. In Agile, Customer Relationships are used to link two or more customer accounts. This feature is most often used to link a business customer with individuals who represent that business and act as contacts for distributing passes, tickets, or donations. Related customers can also include spouses, children, co-workers, ticket recipients etc. Click Add New Related Customer to search for a customer record. This ties them together as a household or contact.
- Click the Search Bar and enter the customers' name in the search field.
- From the drop-down, select the Relationship Type. (i.e. Contact, Sold For, or Business). NOTE: Additional Types can be added if needed. Contact your Client Support Rep for more information.
- Contact - Select this Type if you wish to add a representative to a business record.
- Business- Select this Type if you are editing the record of an individual and wish to link it with a record that exists for a broader organization
- Sold For - Select this Type if you wish to link this record with someone they bought tickets for or forwarded tickets to using our Ticket Forward feature.
14. To assign a touch point to a customer record that you need to assign to a member of your staff, click the Add New Touch Point icon.
- On the Touch Point page, enter in the subject of your touch point, the type of touch point, and to whom this task should be assigned.
- If you want to add a due date for this task, check the Due Date box, and enter the due date and time in the box that appears.
- If you have contacted this customer by the assigned due date, you can click the box next to Completed.
- If you have any other comments or notes to take about this customer, you can put them in the comment box under the touch point screen. Click Apply to save.
14. From this Page, you can also manage the Account Benefits for a customer/member (Click to learn how to Add and Manage Account Benefits in Web Portal).
15. In Orders, you can review the order history in that customer's record along with a summary of that activity for that order.
16. Once you have made all the necessary changes to the customer's record, click the red Save Changes button at the bottom of the screen.
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