How to Search and View Information About Customer?

User Role	Chain	Chain Venue	Brand
Administrator	❌	❌	✅
Brand Manager	❌	❌	✅
Chain Manager	❌	❌	❌
Company Manager	❌	❌	❌
Local Manager	❌	❌	❌

CMS configuration for the Call Center in the CMS allows user with Admin and Brand manager role to search the Customers that have used services of a certain restaurant Brand and see the information about them including details of Orders they placed.

That can be done in the following way:

• Log into the CMS
• Select the Brand which you would like to search the Customers for (e.g. Kauwela Poké)
• Select Customers at the top navigation bar

• In Customers page search for the Customer in the search bar (first and last name, email or phone number as key word)
• Click SEARCH

• All the Customers with that key word will be listed

• Click on the Customer to see details regarding their account, recent and previous Orders

• Recent Orders: Displays Orders Pickup at/Delivery at times that are placed for the future, in the last 24h
• Previous Orders: Displays Orders placed prior to the last 24h

To see more details, you can access Venue Order Statistics and Driver Tracking data in the Recent Orders section.