Staff Customer Lookup

Customer CRM

Search people, edit customer records, log calls or in-person touchpoints, create tickets on their behalf, and manage linked users from one place.

Staff access required

Admins, tech leads, and student techs can use this page to search customers, review service history, and start intake on a customer’s behalf.

Search Customers

Search by name, email, phone, or organization. Select a result to load their ticket, interaction, and recognition history.

Quick Add User / Customer

Admins can create a linked login and customer record in one step.

Only admins can create or import linked user accounts.

Full name

Phone

Organization

Role

Temp password

Create linked login account

Linked logins always create or update a matching customer record. They also get a baseline customer role plus the selected access role.

For safety, temp passwords are used during creation/import and returned to the admin, but not stored in the CRM database.

Bulk CSV Import

Admins can drag in a CSV to create or update linked users and customer records.

Download CSV Template

Drop a CSV here or click to choose one Columns: full_name, email, phone, organization, role, temp_password. Use commas, pipes, or semicolons in role for multi-role users, for example student_member,student_tech.

Customer Summary

Contact details, linked account status, quick actions, and edit controls.

Search and select a customer to load their profile.

Full name

Phone

Organization

If this customer has a linked login, customer email changes here do not automatically change their auth email unless you recreate or manage the login separately.

Create Login For This Customer

Access role

Temp password

Use this when a CRM-only customer now needs portal or site access. The existing customer record will be linked instead of creating a duplicate person.

Open Full Intake Form

Interaction Log

Track calls, in-person conversations, and other touchpoints with timestamps.

Interaction type

Summary

Details

Quick Ticket

Create a ticket for the selected customer. Default status matches standard intake: RFR.

Issue title

Student / Tech Insight

When the selected customer is a linked student tech or alumni user, their profile activity shows here.

No linked student or tech activity is available for the selected customer yet.

Customer Timeline

Merged view of tickets, interactions, and shoutouts in chronological order.

Tickets

All tickets tied to this customer record, email, or known contact name.

Shout Outs

Recognition submitted from this customer’s name or email.

Interaction Feed

Editable interaction entries for calls, visits, and other touchpoints.