The three views of customers in the Customers menu are:
- All Customers: Lets you view all the customers.
- Account Customers: Lets you view only account customers.
- Loyalty Customers: Lets you view only loyalty customers.
All three customers displays are exactly the same except for the type of customers shown in the View option. You can select the customer type you wish to choose in the View option.
You can also use Search Filters to display the customer of your choice.
| Fields | Descriptions |
|---|---|
| Surname | The surname of the customer. |
| First Name | The first name of the customer. |
| Member Code | The member code of the customer. |
| Address | The address of the customer. |
| Suburb/Postcode | The suburb or the post code of the customer. |
| Phone No | The phone number of the customer. |
| Family Head Only | The family head only, if the customer is the head of the family. |
| Member Status | The member status of the customer, whether financial or not |
| Status | The status of the customer, whether Active, Deceased, Inactive or Pre-Active customer. |
| Tagged Customers | The Tagged Group to which the customer may belong. |
| Clear Filters | The clear filter to clear any filters. |
| View | This option enables you to view All Customers, Account Customers, Loyalty Customers or those in none of the listed categories. |
