Purpose
The
Member Transactions Page is used to display transactions for an individual
member.
Accessing the Member
Transactions Page
While
logged into myFocus, navigate to Gift/Loyalty >
Gift/Loyalty > Manage Members > Member Transactions.
Figure m3.6.31 Member
Transactions Page
Figure m3.7.31 Member Transactions Page
|
Field
|
Description
|
|
Close 
|
Closes
the Member Transactions 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 Transactions
|
The
selected customer’s transactions are displayed.
|
Date
|
The
date and time the transaction occurred.
|
|
Store Name
|
The
location the transaction occurred.
|
|
Plan Name
|
The
Loyalty Plan associated with the transaction.
|
|
Chk #
|
The
check number associated with the transaction.
|
|
Pts +
|
The
number of points accumulated for the transaction.
|
|
Pts -
|
The
number of points redeemed for the transaction.
|
|
Procedure
to View Member Transactions
· Select
the customer by clicking on the Card Number in the Manage Members List.
Member Transactions