What is a Customer Ribbon?

The Customer Ribbon is a great way to highlight the most salient information about a customer throughout the application. Customer Badges convey the most important contractual relationship you have with your customer. The Customer Ribbon communicates information about the customer.

For example, Student, Belay Status, Preferred Names/Pronouns, Discounted Day Pass User, etc. are all great examples of information about the customer you can place in the ribbon.

Where is the Customer Ribbon displayed?

Customer Record

Sidebar Customer Display

Customer Search

How to configure the Customer Ribbon

Create new ribbon

1. Navigate to Manage > Organization & Facility Settings
2. Find Customer Custom Attributes on the left-hand side
3. On the right-hand side scroll to the bottom and Customer Ribbon tab to make New Customer Ribbon

Edit your new ribbon

1. Add a name to identify what will be in this ribbon
2. Click Open Editor to set up your new ribbon

Add attributes to your new ribbon

1. Click Add Ribbon Entry to add a customer attribute to the ribbon
2. Select from existing attributes using the dropdown menu
3. Drag and drop each ribbon entry in the order you desire
4. Delete any ribbon entries you no longer want
5. Save the new ribbon by clicking OK and then clicking OK again

Don't forget! Make your ribbon active

Once you save your ribbon, don't forget to make it active at the correct facilities.

NOTE: The customer ribbon settings are cached to improve performance and the page may need to be refreshed in order for the new settings to be displayed.