Purpose
The
Manage Members Page is used to enter demographic information for members.
Accessing the Manage
Members Page
While
logged into myFocus, navigate to Gift/Loyalty >
Gift/Loyalty > Manage Members.
Figure m3.6.3 Manage
Members Page
Figure m3.7.3 Manage Members Page Fields
|
Field
|
Description
|
|
Close 
|
Closes
the Manage Members Page.
|
|
Manage Members
|
|
Show Filter Options
|
Clicking
the label displays a list of filter options for the Customer List. All customers are displayed by default.
|
Plan Filter
|
Filters
the list by the selected Plan.
|
|
Card Owner
|
Filters
the list with customers that have the name entered.
|
|
Card Number
|
Filters
the list by card number.
|
|
City
|
Filters
the list by city.
|
|
State
|
Filters
the list by state.
|
|
Phone
|
Filters
the list by phone number.
|
|
Gender
|
Filters
the list by gender.
|
|
Filter Results
|
Generates
the list for the selected criteria.
|
|
Clear Filter
|
Clears
the selected criteria.
|
|
|
Card Number
|
The
loyalty card number. Hint: Click
this header to sort by Card Number.
|
|
First Name
|
The
customer’s first name. Hint: Click
this header to sort by First Name.
|
|
Last Name
|
The
customer’s last name. Hint: Click
this header to sort by Last Name.
|
|
|
Member Information
|
The
selected customer’s information is displayed and may be edited by these
fields.
|
First Name
|
The
customer’s first name.
|
|
Last Name
|
The
customer’s last name.
|
|
Address
|
The
customer’s address.
|
|
City
|
The
customer’s city.
|
|
State
|
The
customer’s state.
|
|
Zip
|
The
customer’s zip code.
|
|
Phone
|
The
customer’s phone number.
|
|
Birth Date
|
The
customer’s birth date.
|
|
Anniversary
|
The
customer’s anniversary date.
|
|
E-Mail
|
The
customer’s e-mail address.
|
|
Gender
|
The
customer’s gender.
|
|
Procedure
to Edit Member Information
· Select
the customer by clicking on the Card Number in the Manage Members List.
· Edit
the appropriate information.
· Click
Save.
Manage Members