How to Pull Rewards Customers from Online
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Veiwing Customer Rewards
Viewing Customer Rewards History You can view their rewards history by first clicking the Rewards button in the upper left, then clicking “Look Up Rewards History”
Looking Up Customer Order History
This can be done two different ways. First begin by clicking on the "Phone" button on the main screen and entering the customer's phone number. You will be taken the the screen below. Click on the green button with the customer's information. You are ...
How To Enter Customer Notes
Click on the "Phone" button on the home screen and enter the phone number to pull up the customer's info. Click on the "Notes" button at the top of the page. Click on "Add Note" and enter the note and hit "Complete". Then Select "Okay" to save ...
Repeat Returns Customer Not Getting Points
Most likely, it is because the customer has been placing orders under a different account. Look for duplicates of the customer, and combine them if needed. Shoot an email off to repeat returns (Dana@repeatreturns.com/ Shelley@repeatreturns.com) to ...
Repeat Returns: Viewing Customer Points
To see how many points a customer has, open up the customer information screen. Their points will be displayed on the right.