> ## Documentation Index
> Fetch the complete documentation index at: https://help.simpletix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Customers With Customer CRM

> Use Customer CRM to view ticket buyer records, search customer history, add notes and tags, merge duplicate customer records, and export customer lists.

Customer CRM gives you a dedicated place in Manager Portal to understand the people who buy from your organization. Version 1 focuses on ticket buyers: when an order is placed, SimpleTix creates or matches a customer record using the buyer email address within your SimpleTix account.

<Note>
  Customer CRM records are based on order buyers, not every individual attendee listed on every ticket. Attendee-specific details are still managed from the **Attendee List** and from order attendee details.
</Note>

## Open Customer CRM

<Steps>
  <Step title="Open Manager Portal">
    Log in to [Manager Portal](https://manager.simpletix.com).
  </Step>

  <Step title="Go to Customers">
    Click **Customers** in the top navigation.
  </Step>

  <Step title="Search or filter the list">
    Search by name, email, phone number, or order number. Use the available filters to narrow the list by customer status, tags, membership status, or communication preferences.
  </Step>

  <Step title="Open a customer profile">
    Click a customer row to view the customer's full profile.
  </Step>
</Steps>

<Info>
  If you do not see **Customers**, your account may not have access to Customer CRM yet, or your user role may not include customer management permissions.
</Info>

## What You Can See

The customer list gives you a searchable view of buyer records across your SimpleTix account.

* **Customer name and contact details**: Review email address, phone number, and available address information.
* **Last purchase**: See when the customer most recently placed an order.
* **Total orders and total spent**: Quickly identify repeat buyers and high-value customers.
* **Tags**: Segment customers with internal labels such as VIP, member, donor, repeat buyer, or another label that fits your workflow.
* **Communication status**: Review opt-in or opt-out details when available.

## Customer Profiles

Open a customer profile to review the customer's history and manage internal context.

* **Contact information**: Name, email, phone number, and address details associated with the customer record.
* **Quick stats**: Total orders, total spent, visits or scan history when available, and customer-since date.
* **Orders**: Full order history with order number, date, event, ticket details, order total, and order status.
* **Attendees**: Attendee records linked to the customer's orders.
* **Memberships**: Active membership details when the customer has a membership.
* **Donations**: Donation history when donation data is available.
* **Notes**: Internal staff notes about the customer.
* **Activity**: Customer-level activity such as order history, refunds, tag changes, and profile updates when available.

## Add Notes and Tags

Use notes and tags to keep customer context organized for your team.

<Steps>
  <Step title="Open the customer profile">
    From **Customers**, search for the customer and open their profile.
  </Step>

  <Step title="Add or update tags">
    Use the tag area to add labels that help you segment the customer later.
  </Step>

  <Step title="Add a note">
    Open the **Notes** tab and add any internal context your team should know.
  </Step>

  <Step title="Save your changes">
    Review the profile after saving to confirm the notes and tags are correct.
  </Step>
</Steps>

<Tip>
  Version 1 tags are best for internal segmentation and export workflows, such as VIP buyers, annual members, donors, or customers who attended a specific season.
</Tip>

## View Customer Context From an Order

When you are reviewing an order, Customer CRM can help you understand the buyer without leaving your order workflow.

1. Open the order from **Orders**.
2. In the buyer or customer section, click the customer name or **View Customer** when available.
3. Review the customer summary panel for contact details, quick stats, tags, and recent orders.
4. Click **View Full Profile** if you need the complete customer record.

## Merge Duplicate Customers

Use merge when the same person has more than one customer record, such as when they purchased with two email addresses.

<Warning>
  Merging customer records is permanent. Review both records carefully before confirming.
</Warning>

<Steps>
  <Step title="Open the primary customer">
    Start from the customer record you want to keep as the primary record.
  </Step>

  <Step title="Choose Merge Customer">
    Select the merge option from the customer profile.
  </Step>

  <Step title="Compare the records">
    Review the primary record and the duplicate record side by side.
  </Step>

  <Step title="Choose which details to keep">
    Select the name, phone number, and address values that should remain on the merged customer.
  </Step>

  <Step title="Confirm the merge">
    Confirm only after reviewing the combined order count, total spent, and email addresses.
  </Step>
</Steps>

When records are merged, all orders are combined under the remaining customer record. Email addresses from both records are preserved.

## Export Customers

Customer CRM can be used to create a filtered customer export.

1. Go to **Customers**.
2. Apply any search terms, tags, or filters you need.
3. Click **Export**.
4. Use the CSV file for permitted customer analysis, reporting, or marketing workflows.

<Warning>
  Only send marketing communications to customers you are allowed to contact. Review opt-in, opt-out, and unsubscribe requirements before using exported customer data outside SimpleTix.
</Warning>

## Version 1 Limits

* Customer records are created from ticket buyers, not every attendee on every ticket.
* Customer contact details come from order information and customer profile updates.
* Order records keep their own order-level details for audit and support history.
* Tags are manual unless your account has a separate automation workflow enabled.
* Historical customers may need to be reviewed or merged if buyers used multiple email addresses.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I do not see the Customers tab">
    Customer CRM may not be enabled for your account yet, or your user role may not include access. Ask an account owner or administrator to review your permissions.
  </Accordion>

  <Accordion title="A customer is missing">
    Version 1 focuses on ticket buyers. If the person was only listed as an attendee and did not place the order, they may appear in the attendee list instead of Customer CRM.
  </Accordion>

  <Accordion title="The same person appears twice">
    This usually happens when a buyer uses different email addresses. Use the merge workflow after confirming both records belong to the same person.
  </Accordion>

  <Accordion title="A profile has old contact details">
    Customer details may come from prior orders. Update the customer profile if the customer has a new phone number, name, or address.
  </Accordion>
</AccordionGroup>

<CardGroup cols={2}>
  <Card title="Order Management Guide" icon="receipt" href="/docs/orders/order-management-guide">
    Learn how to find orders, review transaction details, and edit order information.
  </Card>

  <Card title="Attendee Management Overview" icon="user-check" href="/docs/attendee-management/managing-event-attendees-overview">
    Learn where attendee-level details are managed separately from buyer customer records.
  </Card>

  <Card title="One-off Attendee Emails" icon="envelope" href="/docs/attendee-communication/sending-email-blasts">
    Send targeted messages to attendees from event communication tools.
  </Card>

  <Card title="Mailchimp Integration" icon="envelope-open-text" href="/docs/integrations/connecting-mailchimp-to-simpletix">
    Export event contacts to Mailchimp for email marketing workflows.
  </Card>
</CardGroup>