Home > Loyalty > Screen Shots/Explanations > Customer - Basic
This function is used to maintain customers. Click on the tab you require help with.
Figure: Example Customer Screen
Mandatory data entry fields on the Basic tab is configured via Settings, Security. This allows you to specify which controls must be entered for a security group. Last Name and Location are always mandatory.
Note: The security cache will need to be refreshed if changed.
Title |
The title of the customer, for example Mr, Mrs, and so on. |
First Name |
The first name of the customer. |
Initials |
The initials of the customer. |
Name |
The customer's last name. |
Preferred Name |
The customer's preferred name, if any. For example, someone called Thomas might prefer Tom. |
Address |
The customer's street address. |
Postal Address |
The customer's postal address. Press the Copy Address button to copy the details from the address to the postal address. |
Phone |
The phone number of the customer. |
Fax |
The fax number of the customer. |
Work Phone |
The work phone number of the customer. |
Mobile |
The mobile phone number of the customer. |
Email Address |
The email address of the customer. |
Driver's License |
The customer's driver's licence number. |
National ID |
The customer's national ID number. |
Recommended By |
The name of the person who recommended this customer to us. |
Gender |
The customer's gender, if known. |
Date of Birth |
The date of birth of the customer. |
XrefCode |
If customer info comes from a third-party system, then this field can contain the code of the customer within that system. |
Password |
A password for the customer. This can be used when a customer attempts to get details, for example over the web. |
Accept Mail |
This option indicates that the customer will accept mail from us. If a customer did not want to accept mail, or the customer is no longer important to us, we would check this option off. It is checked on by default. |
Electronic Statements |
This option indicates the customer has been flagged to receive electronic statements (paperless statements) for those reports that support the functionality (currently only MEMPTS). |
This grid contains all the card numbers assigned to a customer.
Member Cards |
This section lists the cards that have been assigned to a customer. A customer will generally only require one card but if they lose a card, or it expires, a new card will need to be assigned. A list of all cards are kept so that if a stolen or invalid card is used, the system can identify it. |
Card Number |
The number assigned to the card. This can be alphanumeric, for example ABC1212122. If the card format starts with a semi colon, enter the card number (as the semi colon symbol is ignored). If the card format starts with any other character for example %, this character must prefix the card number hence %ABC1212122 should be entered. |
Status |
The status of the card. This will usually be 'Available' but can also be 'Unused', 'Lost' or 'Stolen'. |
Valid From |
The date from which the card is valid. This is not required, in which case the card is valid immediately. |
Valid To |
The date to which the card is valid. This is not required, in which case the card will never expire. |
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