120 results for "Customer Properties"
How to Configure Customer Properties
Create Property Categories Categories group related properties together (e.g., "Customer Identifiers", "Customer Risk").
How to Use Customer Properties in the Queue
Important: �Properties always show the customer's� current �values - not what they were during a past visit. If a customer was Low
How to use Insights with Customer Properties data
See all visits from High Risk customers Risk Level = High Risk Find customers with no student ID on file Student
Customer Properties: A Persistent Data Layer That Remembers Every Customer
like "customer abandoned" automatically move a customer into a High Risk category. Think of it this way: a customer's risk
Introduction to the Customer Indicator
to go next How to configure Custom Customer Indicator in Queue Views How to use Customer Indicator in the Queue For
Introduction to the Personal Identifier
number, or a licence plate. The flag does not change what the customer sees on the form. It only changes what Frontlion does with
How to Use the Customer Indicator in the Queue
to Use the Customer Indicator in the Queue. The customer indicator is the label at the top of each customer card in the
How to Configure the Customer Indicator in Queue View Settings
to Customer Indicator and uncheck Override the default customer indicator in the Queue. Click Publish. Customer cards
Frontlion Release Notes
system IDs Populate Custom Field: Ability to populate data into a custom field based on customer interaction using advanced
How to Place a Customer On Hold
Call a Customer Click to call a customer from the queue. Begin the Service Session Once the customer joins