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Customer Summary
Updated over 3 months ago

How to get there

To get a summary of a customer's recent experience and see what email address we are associating with them, you can navigate to a customer page and click on the exclamation mark icon (and this is the default tab you will land on when navigating to a customer page).

To get to a customer page, you can click on their name from the Latest News area, or by selecting Customers from the menu in the top right then selecting a specific customer from the list and clicking Read More.

How to interpret

  • This page provides you with an overview of the customer's total experience, and a list of key concerns. You can use it to quickly see what recent issues the customer has had.

  • We identify people using a variety of identifiers including email address, telephone number (if provided in the data) and name; it's sometimes useful to see which email address the customer name is related to in the data.

Note that the summary is unaffected by the date filter; this is to ensure we are always showing the most relevant data.

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