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You might look up a customer for a couple of reasons. Looking up an existing record before a sale can be an effective way to skip tedious data entry. You may also seek to update their contact information or help them with an exchange or a refund. Whatever the reason, there are multiple ways to search for an existing customer and access their information. Look below to learn how to search for existing customers in AMS Sales, POS, Administration, and Web Portal.
AMS Sales
Agent Managed Sales (AMS) is a good interface to do internal order maintenance or sales. You can take a customer's order over the phone, update their record, or perform order maintenance like exchanges or refunds. Follow the steps below to learn how to search for an existing customer in AMS.
1) Login to the Sales side of Agile Windows application.
2) Click the Customer icon.
3) Type a Keyword to search for the customer (last name, email, etc.) and click the Search button.
POS
Point of Sale (POS) is your go-to interface for walkup sales. When you have a ticket printer connected to your device, POS will not require adding a customer to the order. However, searching for a customer in Point of Sale is a critical tool for tracking member benefits and being able to name and identify donors on Agile reports. Follow the steps below to learn how to search for a customer in POS.
1) Login to the Sales side of the Agile Windows application.
2) Click the Point of Sale icon.
3) Click the Search icon.
4) Enter the customer's information and click Search.
Administration
You can also look up and edit a customer's information independent of any sales operations. Administration is the side of the software where you can build and manage events, and it also gives you tools for finding and reviewing existing customers.
1) Login to the Administration side of the Agile Windows application.
2) Expand the Customer Relations folder and click the Customers icon.
3) Enter the customer's information and click Search.
Note: If the customer is not coming up, try searching for one field at a time (ex. Last Name only). To broaden the search range, do not check the Exact Name Match box.
Web Portal
Web Portal is a browser-friendly version of Agile that began as a reporting portal but has grown into a hub for managing events, memberships, and more. If you ever want to look up an existing customer from the convenience of your mobile device, then Web Portal is a good place to begin your search.
1. Log in to Web Portal at portal.agiletix.com.
2. Click the Customer Relations tab.
3. Click the Customers tab.
4. Enter the customer's information (last name, phone number, email, customer #, etc.) into the Search box. You can expand your search by checking the following boxes:
- Exact Match - Unchecking this box will allow customers with fields that don't exactly match your search criteria to appear in your search results. This can be helpful in tracking down duplicate accounts.
- Show In-Active - Checking this box will cause inactive customers to appear in your search results.
- Include Related - Checking this box will also pull customers who are saved as Contacts on customer records who match your search criteria.
5. Click Search.
5. Click the Pencil/Edit icon next to the customer you are looking for.
6. You will arrive on the Properties page of the customer record, where you can update contact information, send a password reset email, and view the customer's order history.
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