Customers - Link Customer Class to Customer.
Article Contents: This article contains step-by-step instructions on how to link a Customer class to a Customer.
Step 1: Select
the CUSTOMERS module from the module navigation
menu, then click on Customers in the left-hand menu.
Step 2: Click on the ADD CUSTOMER button. In the ADD CUSTOMER window under the General tab fill in the customer details and select the Customer Class from the drop-down list. Click on the Save button to save the details. Click on Signup for Membership to create a membership id and membership class.
Step 3: Under the Membership tab you can select a class using the Membership Class drop-down list. Select the Expiration date then click on OK. Click on the Save button to save the details.
Customer class expiration/Deletion
Article contents: - Once a class is assigned to a customer, it cannot be deleted. The user has to wait until the expiration time of the class for it to get deleted. You can also change the expiration date to the most recent one if you want to delete ...
Customers - Search/Add/View Customer Profiles
Article Contents: This article contains steps on how to search for, add, and view customer profiles. Step-By-Step: The customer information tab contains information on existing customers and can be used to add, edit or delete a customer. Step ...
Customers - Create Group-Manage Groups
Article Contents: This article gives step-by-step instructions on how to create and manage Groups. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Step 2: Click CRM from the left row of the window. Step 3: To ...
Customers - Manage Groups - Add Customer to a Group
Article Contents: This portion summarizes how to Manage Groups and Add Customers to a Group. Step-By-Step: Step 1: Click on the CUSTOMERS Tab (1) from the header of the window. Click on CRM (2) from the left row of the window, then select Manage ...
Customers/Members - Customer File Upload
Article Contents: This article covers ability to upload multiple file formats to a customer's or member's profile. Step-by-Step: Step 1: Click on the “Customer” tab from the top navigation bar. Step 2: Select "Customers/Member" from the left ...