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office:system_setup:customers [2010/08/16 16:14] maryrajah |
office:system_setup:customers [2018/12/23 12:11] |
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| - | ====== Customer ====== | ||
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| - | The customer tab in the control panel provides options for customer search and loyalty program use in CCS. All options within the customer dialog box are explained below: | ||
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| - | ===== Search Options ===== | ||
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| - | |**Options**|**Description**| | ||
| - | |Default Search Option|Allows to search for a customer using a text search( using address or name), phone search or using the customer's VIP card.| | ||
| - | |Show Client Pictures in CRM|This allows to show client pictures in CRM. It can be seen in Contact >> Files.| | ||
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| - | The customer settings within the control panel in CCS is shown below: | ||
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| - | {{:office:system_setup:cpanel_customers.jpg|}} | ||
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| - | //Fig 1: Control Panel :Customer// | ||
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| - | ===== Loyalty Program Options ===== | ||
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| - | ^ Loyalty Points Program ^^^ | ||
| - | |** Options **|** Description **| | ||
| - | |Save Customer Loyalty Points per Dollar Spent|Check this if you want to add a loyalty point for every dollar spent| | ||
| - | |Discount Type of Program|Choose if your type of program is cash or percentage discount program| | ||
| - | |Enter Value of Discount for Each Point|Enter discount value for each point| | ||
| - | |Cash Payment Bonus|This option allows for extra loyalty points as specified in this field if payment is made by cash| | ||
| - | |Display Points as Cash Value|Check this if you want points to display based on cash value| | ||
| - | ^ Loyalty Coupon Program ^^^ | ||
| - | |Discount Type of Program|Choose program based on cash discount by number/value of orders| | ||
| - | |Number or Value of Orders until Discount is Offered|Enter number/value of order that determines when discount is offered| | ||
| - | |Print Coupon when Number of Orders is Met|Enter number that determines to print coupons if certain number of orders are met| | ||
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