Customer Relationship Management (CRM)

How to create a frequency card / per-use card
Video Tutorial: https://www.youtube.com/watch?v=bpGlA3plB0I 1. Login To Back Office; Dashboard 2. Select Per-use Card under CRM Tab 3. Click...
Thu, 14 Jun, 2018 at 9:42 PM
How to mass change member info using excel template
There is no Mass Update function for members' setting in our back office. However, there is still a more efficient way to manage member info via the use...
Tue, 9 Jan, 2018 at 2:38 AM
To to edit member's information
Edit individual member information 1. Access Member Information under CRM tab 2. Click on edit and proceed to edit members information
Fri, 10 Aug, 2018 at 3:31 AM
How to view member's spending history?
Login to you back office Click on "Member's Information" subcategory under the CRM main category, then enter the member's info and click...
Mon, 23 Apr, 2018 at 10:58 PM
How to create member(s) from backend
Create single member 1. Access Member Information From CRM 2. Add Member and fill in necessary information *Member Category is referring to member g...
Fri, 10 Aug, 2018 at 3:34 AM
How to create new member group
1. Access Member Group from CRM tab 2. Add Member Group Level Name: name of the member group Discount: How much discount is available for this membe...
Fri, 10 Aug, 2018 at 3:36 AM