{"id":3325,"date":"2020-05-14T23:00:22","date_gmt":"2020-05-14T23:00:22","guid":{"rendered":"https:\/\/www.k12insight.com\/kc\/?post_type=article&#038;p=3325"},"modified":"2025-10-20T22:07:38","modified_gmt":"2025-10-20T22:07:38","slug":"how-to-view-customer-history","status":"publish","type":"post","link":"https:\/\/www.k12insight.com\/kc\/how-to-articles\/how-to-view-customer-history\/","title":{"rendered":"How to View Customer History"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"3325\" class=\"elementor elementor-3325\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-61a91ef4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"61a91ef4\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-13a58f99\" data-id=\"13a58f99\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5f3ad7b5 elementor-widget elementor-widget-text-editor\" data-id=\"5f3ad7b5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><strong>Access all conversations from a customer<\/strong><\/h2><p><span style=\"font-weight: 400;\">Sometimes customers might refer to previous requests, questions, or interactions they\u2019ve had with your district when they submit a ticket, and in some cases, being able to see that history can better help you understand and serve their needs.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Use the Customer History feature to quickly see some key information from the customer you are serving.\u00a0<\/span><\/p><h2><strong>Here\u2019s how -\u00a0<\/strong><\/h2><ol><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Jump into the ticket.<\/span><\/span><p>\u00a0<\/p><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the left-hand navigation, you\u2019ll see the customer information.\u00a0<\/span><ol><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Name: The name of the customer<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer Type: Who they are in the district (Parent, Employee, Student, Community Member)<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Average Cx Score: What their average feedback score is<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email on file: Their email address. Notice the number next to their email. That represents the number of tickets they\u2019ve submitted.\u00a0<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Phone number on file: Their phone number.\u00a0<\/span><\/li><\/ol><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">To see a list of all the tickets they\u2019ve submitted, click on <\/span><b>History<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> to toggle to the ticket list view.<\/span><\/span><p>\u00a0<\/p><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on any of the ticket to automatically be taken to it.<\/span><\/span><p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-3327\" src=\"https:\/\/www.k12insight.com\/kc\/wp-content\/uploads\/2020\/05\/WXXVtAnXQ3.gif\" alt=\"\" width=\"651\" height=\"432\" \/><\/p><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Access all conversations from a customer Sometimes customers might refer to previous requests, questions, or interactions they\u2019ve had with your district when they submit a ticket, and in some cases, being able to see that history can better help you understand and serve their needs.\u00a0 Use the Customer History feature to quickly see some key...<\/p>\n","protected":false},"author":27,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[409],"class_list":["post-3325","post","type-post","status-publish","format-standard","hentry","category-how-to-articles"],"_links":{"self":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/3325","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/comments?post=3325"}],"version-history":[{"count":5,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/3325\/revisions"}],"predecessor-version":[{"id":14503,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/3325\/revisions\/14503"}],"wp:attachment":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/media?parent=3325"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/categories?post=3325"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}