Retail Clients, Loyalty Clubs & Contact Lists

Club Transactions NOT Accumulating
A grey transaction line on a Club Card record means that the sale has been recorded – for historical lookup - but has not contributed towards the club bonus...
Tue, 18 Apr, 2017 at 4:36 PM
Club Bonuses
Are your Club Bonus Levels resetting correctly? The main reason for Club bonus levels failing to reset correctly is when the Bonus product itself has in...
Wed, 19 Apr, 2017 at 10:29 AM
Clubs Tidy Up
Review your existing Clubs setup and HIDE any clubs and club cards that are no longer in use. This will make searching and selecting Clubs and Club card cus...
Wed, 19 Apr, 2017 at 10:51 AM
Club Tracking
Are your Clubs tracking products correctly? Use the Club Details Report to check that your clubs are recording the correct products. It’s a great way to ch...
Fri, 16 Dec, 2016 at 10:43 AM
Club Changes
Record changes made to you Club Setup If you are making any changes to an existing Club setup we recommend you keep a record of what changes are made. ...
Fri, 16 Dec, 2016 at 11:49 AM
Finding Your Top Club Customers
NB: We recommend to use Maintain Contacts/Clients in Bulk instead Want to create targeted Contacts Lists? From the Main Menu: 5 Clubs, 3 Maintain Clu...
Fri, 21 Apr, 2017 at 2:25 PM
Finding mismatched club card or debtor details
How to generate a list of clients whose debtor or club card address, post code, email or phone details differ from their Client record? From the Main Me...
Mon, 8 Jul, 2019 at 9:53 AM
Client Maintenance & Contacting Clients - Original Manual
Client Maintenance and Contacting Clients Manual Table of Contents (for attached document) About Contacts and Clients..................................
Thu, 31 Dec, 2020 at 2:21 PM