Overview

This page shows all information captured from each guest:

• Account data

• Payment method details

• Loyalty data

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Global search bar

The search bar on the top right position is a global search that enables the Support Agent to start an analysis searching by customer email, phone, cognitoId, loyaltyId, RBI order ID, Store Number, Sanity Id, Address and Card Number

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E.g1.: Search by phone - including country code in the prefix:

E.g2.: Search by loyaltyId:

Security status

The Security card gives the franchisee the option to block customers engaged in fraudulent behavior.

Blocked customers:

• Are logged out of any existing whitelabel session on the app and web and won’t be able to log in again until unblocked. This prevents them from placing new orders and editing profile information.

• Prevented from deleting their account to impede the customer from creating a new account with the same email - for markets which is not running under Forter.

• Removed from any marketing campaign communication via email and push notification until unblocked.

To block a customer, make sure your user has the compliance-agent role, otherwise, the option to change the status won’t appear.

1. Click on the pencil button to edit the customer status.
   
   

2. Toggle the customer status to user blocked and click confirm.
   
   

3. Done! The customer is blocked and the system will send an email to notify them that their account has been blocked.

Note, the same steps above can be followed to unblock the customer, if desired.

Customer Email Address Updates

• Select the Email Edit option to update a customer’s email address

• Insert the new email address

• Select ‘Confirm’ to complete the update

Notification to external partners

This email update via confirmation button can also synchronize the new email address with other partners, avoiding data inconsistences / operational inefficiencies.