Before doing a mail out or bulk contact to your Club Card clients (or on a regular basis) it’s a good idea to check for and hide any card belonging to Deceased customers.
Select Deceased Clients Club Cards in Bulk
From the main menu:
- 5 Clubs, 3 Maintain Club Cards in Bulk
- F3 Add
-
Tick the box that says Deceased
- Press F12 [Accept Details]
Hiding the Client Cards
Once the list of cards assigned to deceased clients is produced:
-
F4 [Set Other]
- 4 [Hide/Show Card]
-
Tick the Set box
- F12 [Accept Details]
Add a Note
To add an explanation note to the Club card:
- F4 [Set Other] again,
-
3 [Append club card note], and type in a suitable note
- F12 [Accept Details]
Save the Changes
- F12 [Accept Details], then Y [Yes] to the "Change cards" prompt