> ## 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, manage notes and tags, automatically tag event buyers, merge records, and export customer lists.

Customer CRM gives you a dedicated place in Manager Portal to understand the people who buy from your organization. Customer records focus 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.

### Edit a Customer Profile

Click the pencil icon on a customer profile to update its contact information. **First Name** and **Last Name** are required. Phone number, organisation, and address fields are optional. The primary email is displayed but cannot be changed from this form.

## 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>
  Tags are useful for internal segmentation and export workflows, such as VIP buyers, annual members, donors, or customers who attended a specific season.
</Tip>

## Automatically Tag Buyers After Checkout

Add a **Customer Tag** to an event when every ticket buyer who completes checkout for that event should receive the same CRM tag.

<Steps>
  <Step title="Open the event">
    Go to **Events**, select the event, and open **Event Details**.
  </Step>

  <Step title="Enter the customer tag">
    Find **Customer Tag** and enter the label you want applied after checkout. A tag can contain up to 128 characters.
  </Step>

  <Step title="Save the event">
    Save **Event Details** and confirm the value remains in the **Customer Tag** field.
  </Step>

  <Step title="Review the buyer profile">
    After a completed checkout, go to **Customers**, find the buyer, and confirm the tag appears on the customer profile.
  </Step>
</Steps>

<Note>
  The automatic tag is applied to the order buyer's CRM profile, not to every attendee on the order. If a buyer checks out with an email address that was already merged into another customer, the tag appears on the remaining primary CRM profile.
</Note>

Leave **Customer Tag** blank when an event should not automatically tag its buyers. You can still add or remove tags manually from an individual customer profile.

## 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>

## Customer Record 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 can be added manually or applied automatically from an event's **Customer Tag** setting after checkout.
* 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">
    Customer CRM 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>

  <Accordion title="An event's customer tag is missing">
    Confirm the event has a saved value in **Event Details > Customer Tag** and that the order completed successfully. The tag is attached to the buyer's CRM profile. For merged customers, review the primary profile rather than the secondary email record.
  </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>