Customers

Customers represent anyone who might place an order in your store.  That might be a standard exhibitor, an exhibitor appointed contractor (EAC), a third party or show management.  

How to Define a Customer Type

When you set up an exhibitor, you are able to designate what type of exhibitor -- or customer -- the exhibitor is in the "Type" field:

That Type field then becomes a way to filter your customers interactively in Boomer and on most reports.

Customers Grid

Access a list of all your customers independent of the event in which they are participating and their customer type by clicking on the Customers tab.  Note that only users connected to a security role that allows him/her to view exhibitors will see this tab:

The search criteria at the top of this grid is particularly helpful if you need to find a customer but you don't know the event in which they are participating.  Use criteria such as order number, the last four digits of the credit card or the contact's individual name to find the customer you're looking for.

Merge Customers

If you have duplicate customer companies, you can use a merge utility to combine the contents of the duplicates so that contacts and orders appear under a single company.  Note there is currently no utility to de-duplicate contacts, and if you merge multiple companies into a single record, you may need to manually delete any duplicate contacts afterwards.

The merge function is controlled via security, so if you don't see the option, the security role you are assigned may not allow it and you'll need to reach out to someone with store administrator rights to gain access.

To merge one or more customers:

1. Use the search criteria at the top of the Customers grid to narrow down the results that represent the companies you want to merge.
2. Check the W column in the row of the one company to "win" in the merge.  Note you can only check one row as "W".
3. Check any number of other rows in the L column as the "losers" in the merge.  These records will be deleted and any contacts and event associations will be redirected into the winning record.

4. Click "Merge Selected Customers" at the top of the grid.  A dialog appears:

   As the dialog indicates, this action CANNOT be undone so be completely sure you want to merge the records.

    

5. Click the Merge button.
6. You will receive a notification that the merge was successful and the dialog will close.  As indicated above, you may want to go into the contacts area of the customer and delete duplicate contacts.  Only contacts not connected to orders may be deleted.