Customer

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:

• 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 : Allows to show client pictures in CRM. It can be seen in Contact » Files

The customer settings within the control panel in CCS is shown below:

Fig 1: Control Panel :Customer

• 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

• 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