Customer Lookup allows users to search for, view, and edit details about specific individuals in the Ascent360 database.
Accessing Customer Lookup
Customer Lookup is found under Database Insights on the left side navigation menu.
Searching the database
Use the Search bar to search for any individual in the database. Ascent360 will pull partial matches for your search criteria. Alternatively, use the Advanced Search Options to search by one or more specific fields to narrow your search. Click Basic Search Options to return to the single search bar.
A maximum of 500 results will be returned for any one search. View the total number of individuals returned by a search in the upper left corner. If your results return more than 500 results, it is recommended to refine your search using the Advanced Search Options.
Use the Columns Display drop-down on any table within Customer Lookup to add or remove columns from the table display.
- Adjust the column width on the results table by hovering on the dividing line between columns and clicking & dragging.
- Click and drag any column header to reorder the column display.
- Click any column header to sort results ascending or descending.
Click the Export button next to the Columns Display to immediately send a file of the returned results to File Manager. The file will be dropped in a folder labeled Customer Lookup within the active user's folder.
Once your search results are returned, you can view details of a specific customer from the list of customers returned by the search. To select a customer from the list, click anywhere on the row that corresponds to the customer. The Customer Overview page will open.
On the left side of the Customer Overview Page, you will find basic information about the selected customer. You’ll see contact information, Customer or Prospect Status, RFM, Contactabilty, and Demographics. Click the Edit button to make changes to details relating to the individual.
Email History, Transaction History, Web History, Reservation History, Product Registration History
On the right side of the Customer Overview page, you’ll see sections for aggregated information on Email, Transaction, Web, Lodging or Other data in your CDP. Available sections and data population will vary based on the type of information you have in your database.
If you do not see any data for Web History, you’re likely not utilizing our web tracking feature. If you want additional information, please click here or contact our support team at firstname.lastname@example.org.
Navigate between categories by using the top tabs or by clicking the “View Full Transaction History” button at the bottom right.
The detail pages allow you to see specific information for each interaction a customer has made – such as all transactions on file or the emails they’ve opened. These will be shown on the respective detail pages.
Search these pages for specific transactions or interactions utilizing the search bar at the top.
Information relating to demographics or contactability can be edited directly in Customer Lookup. Click on the pencil icon directly from the search results or Edit on the Customer Overview to view a list of fields that can be edited in Customer Lookup.
Use the breadcrumbs across the top of the page to navigate back to the Customer Overview page or to the Search Page. Click on the customer name to return to Customer Overview and click on Customer Lookup to return to the search page.