How to view member's spending history?

Back Office · Customer Relationship Management (CRM)

1. Login to you back office

2. Click on "Member Reconcillation" subcategory under the CRM main category, then enter the member's info and click on "Search"

*You may use the following info to search:
1) Member's ID
2) Member's Name
3) Member's HP number

3. Click on "History" and you will be brought to a new tab, select the date that you would like to view from (not exceeding 3 months per search) and click on "Search"

4. You may also search for different types of member's spending history by changing the filter here
   

Check common balance; Member's recharge and stored value usage
Points Reconciliation; Member's points and point usage
Per-use card audit; Member's per-use card purchases and usage
Transactions history; Member's transactional history
Purchase summary; Member's "product mix" report

← All Back Office articles