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


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Keywords AND Misspellings
customer, loyalty, scheme, card, Issue, Redeem, points, balance, view, pending, expired, redeemed, change, alter, lost, transfer, replace, stolen, who, whose, owner
Tags

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