How do I View Who Owns a Loyalty Card?

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Summary

This article explains how to see who owns a loyalty card.

More Information

Loyalty Card Maintenance allows you to find card details using the card number, customer name or account code. You can even view all cards issued. This is a useful option if you have a card handed in.

Search

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Customer Loyalty 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.

To view the balance on the card, see this article.

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
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