Difference between revisions of "Reward Points Due To Expire"
From TrueERP wiki
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[[Sales Pipeline]] | [[Sales Pipeline]] | ||
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| − | == Overview == | + | == Overview == |
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| + | The Reward Points Due To Expire report is a list of Product Reward points by Customer, based on the expiry date of the points. From this report you can email all or selected customers in the list to remind them that their points are about to expire. | ||
| + | |||
| + | Ways Lists in ERP can be Manipulated: <br> | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How To View the Reward Points Due to Expire List''' | ||
| + | |||
| + | *Select '''CRM''' tab | ||
| + | *Select '''Reward Points Due to Expire''' button | ||
| + | *Select the '''Points Expiring as of''' date | ||
| + | *To email customers select the customer or customers and then select '''Email''' button | ||
Revision as of 17:55, 28 February 2011
Overview
The Reward Points Due To Expire report is a list of Product Reward points by Customer, based on the expiry date of the points. From this report you can email all or selected customers in the list to remind them that their points are about to expire.
Ways Lists in ERP can be Manipulated:
How To View the Reward Points Due to Expire List
- Select CRM tab
- Select Reward Points Due to Expire button
- Select the Points Expiring as of date
- To email customers select the customer or customers and then select Email button
