Product: Nexternal

Article Link: http://help.truecommerce.com/en/articles/4773594-nexternal-customer-type-history-tracking

Nexternal automatically maintains a log of customer type changes in the database, allowing you to track and see when customers joined and terminated association with each of your customer types. This is particularly useful for merchants managing club memberships in the system.

To display the Customer Type History in your Order Management System (OMS) on the Customer Detail view, simply modify your account setting at Settings / Site Options / Customer Type History Display. We recommend that you take the Guided tutorial called "Display Customer Type History Tracking", which will guide you through the steps to activate and view the display. (Guided Tutorials are accessed separately from the Support Center in Foundry, through the link to Guided Tutorials in the system navigation. In the legacy standalone version of Nexternal they can be accessed through the Guided Tutorials link in the left navigation.)

Note that because this tracking was enabled in October of 2018, previous historical tracking is not known through this mechanism. However, if you maintained this record manually, such as via a custom field, a CUSTOMER_TYPE_SET_DATE has also been added to the Customer Import (Customers / Import) allowing you to import customer type join dates prior to Nexternal's addition of this tracking feature.

rev: 1/6/21

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