There are several tools we can provide to enable you to successfully search for a customer in the Jumbo Lottery Platform.
This article will list what methods you can use and how to successfully locate a customer.
Prerequisites
- Access to the Jumbo Lottery Platform
1. Using The Quick Search Field
Located at the top of the JLP Admin is the quick search field. This will show the text “Search for a customer or event”.
In this field, you can enter various identifying details which will allow you to try and search for a customer.
These details include the following:
- First and last name
- Customer phone number
- Customer email address
- Transaction ID
- Deposit ID
- Ticket ID
- Customer Reference Number
As you will not always have immediate access to a Customer ID, Transaction ID, Deposit ID, or Customer Reference Number, you will most commonly search using their name, phone number, or email address.
Type these details into the quick search field, you will then be shown a drop-down of all search results from which you can select the correct customer. Alternatively, you can simply use this as a search box by pressing enter and viewing all search results.
Email addresses are unique identifiers as they can only be associated with one account. Locating a customer’s profile using the email address will yield more accurate search results.
If you have multiple customer details, you can use this to ensure that you have located the correct account.
Click on the correct customer to view their account.
2. Using The Search Form
Navigate to the Powered by Jumbo Admin panel. Select ‘Customer search’ from the toolbar located on the left of the page.
You will be presented with a list of pre-defined search fields.
These search fields include:
Search by ID
- ID
- PRN
- PayPal Payer ID
Personal Details:
- Name
- Phone
- Address
- Suburb
- Postcode
- State
- Country
There are also a number of Special Filters located at the bottom of this form which you can use to further refine your search. However, you may find that some of these filters are not applicable to your customer database.
Click the blue “Search” button to initiate the search. This will then show a list of all matching customers.
Select the correct customer to view their account