How do I View Who Owns a Loyalty Card?
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Summary
You may view the owner of a Loyalty Card. You can search based on the card number, customer name or account code or even view all cards issued. This will be useful if you have a card handed in.
More Information
The Loyalty Card Maintenance option needs to be added to a menu. This allows you to control who has access to it. Please see Adding Items to Custom Menus for instructions.
Search
Go to Loyalty Card Maintenance.
- Enter the Card number (with or without the leading characters), the Customer's Account Code or enter text to search on e.g. part of the customer's name.
- Click [Search].
- Alternatively leave all fields blank and click [Search] to list all Loyalty Cards that have been issued.
Print results
If you wish to print the results, click the print icon at the top of the screen or press <Ctrl+P>.
- Select [Print] for a printed list or choose [Excel] or [CSV] to create a file.
See also
- How do I set up a Customer Loyalty Scheme?
- How do I Issue Loyalty Cards?
- How do I Redeem Loyalty Points?
- How do I View the Balance on a Loyalty Card?
- How do I Amend the Balance on a Loyalty Card?
- Adding Items to Custom Menus
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