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Uncategorized
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Touchmini v1 (End Of Life)
Manage Customers / Members
Back Office - How To
This outlines the How To Manage Customers / Members in Back Office.
Subjects ▲ ▼
About ▲ ▼
What Is Required? ▲ ▼
- Staff/Clerk must have the appropriate Clerk Security Group authorisation to access Member Records and to add/edit/view Members in Back Office.
When Is It Used? ▲ ▼
Used when a patron is added as a new Customer/Member record or to edit/view existing Customers/Members.
How To? ▲ ▼
How To Add A Customer / Member? ▲ ▼
In Back Office do as follows:
- Locate and access the Member Records screen.
- Confirm that the Member does NOT already exist.
- Select the New option to display the Member Full Edit screen.
- In the header section, enter the Customer's/Member's name and other details that can be entered.
- In each of the available tabs, enter/upload as much information that is currently known about the Customer/Member. For example, their address, contact details, eMail address, birthday, allergens, photo, etc.
- Once all available information has been entered, confirm with the Customer/Member that at the very least the contact details entered are correct and accurate.
- Select Save to save the changes.
- Select the Close to exit the Member Full Edit screen.
How To Edit / View Customers / Members? ▲ ▼
In Back Office do as follows:
- Locate and access the Member Records screen.
- Locate and select the Member to be edited/viewed.
- Select the Edit option to display the Member Full Edit screen.
- In the header section and in each of the available tabs, edit/view the Customer's/Member's existing information.
- In each of the available tabs, edit/view the information where required.
- Once all the necessary edits have been made, confirm, when possible, with the Customer/Member, that the information edited, is correct and accurate.
- Select Save to save any changes.
- Select the Close to exit the Member Full Edit screen.
End of article ▲