Customers
Create customer records and find people in your CRM.
How do I export a customer's data?
Use Export customer data from the customer's profile.
Read article →How do I create a customer?
Add a customer record and choose its identifying information.
Read article →Do notes and updates made at one venue show up at another?
Find notes on the customer profile and check their location and category.
Read article →Does Tiquo check customer email addresses and phone numbers?
What Tiquo checks for you so the contact details in your CRM can be reached.
Read article →How do I find a customer?
Use customer filters to narrow down the records you need.
Read article →How do I clean up fake or mistyped contact details?
Review the Data cleaning suggestions Tiquo finds in your existing customers.
Read article →How do I create a company from a customer's work email?
Create a company profile in one click from the company suggested on a customer's profile.
Read article →How do I filter and view specific groups of customers?
Open Customers and use Add filter to choose a status, membership, or configured customer field.
Read article →How do I find out each customer's role at their company?
Let Company Intelligence set roles such as Owner, Executive, or Manager for customers linked to a company.
Read article →Where do I find customer documents, forms, and reusable templates?
Find customer documents, forms, and reusable organisation templates.
Read article →How do I handle a right-to-be-forgotten request?
Delete the customer from their profile or from the customer list.
Read article →How do I look up a customer quickly when they arrive?
Open Customers and search by name, email, or customer number.
Read article →How do I merge duplicate customers?
Review the pairs Tiquo finds on the Duplicates tab, or merge one customer from their profile.
Read article →How do I suspend or ban a member?
Find Ban Customer in the customer profile's More menu.
Read article →How do I track a prospect before they become a member?
Create an enquiry for them and move it through your membership pipeline as they progress from prospect to member.
Read article →How do members get a digital card in Apple Wallet or Google Wallet?
Tiquo can generate a Wallet Card linked to a customer's UUID.
Read article →How do members invite guests and use Guest Passes?
Reserve an invitation and register the guest when they arrive.
Read article →Is a member's record the same across venues and devices?
Yes.
Read article →What types of forms does Tiquo support?
Compare Tiquo's built-in forms and documents with custom enquiry, marketing signup, and profile forms.
Read article →Why does Tiquo say a customer's contact details look fake?
What the Are you sure you want to save? message means and how to fix the details it found.
Read article →