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====== 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: ===== Search Options ===== |**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.| The customer settings within the control panel in CCS is shown below: {{:office:system_setup:cpanel_customers.jpg|}} //Fig 1: Control Panel :Customer// ===== Loyalty Program Options ===== ^ 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| **Loyalty Program Setup and Use Guide**:[[guides:loyaltyprogramusage|Loyalty Program Setup and Use]]