The Customer|Entitlements|Benefits page displays the customer’s existing benefits.
Benefits can be earned through a membership or assigned manually.
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Information You can also view a member’s benefits on the Customer|Basic page. There is no indication in Customer Services as to whether a benefit has an associated promotion. |
The following image illustrates the Customer|Entitlements|Benefits page:
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Information The 'Membership' field identifies how the benefit was earned. If the benefit was earned through a membership, the name of the membership will display. If the benefit was added manually, Ad Hoc will display. If a benefit was earned through a membership and the membership is removed from the customer, the benefit will also be removed. If the membership expires, the benefit will remain valid until the 'Valid Until Date' is reached. |
Select a benefit to expand the Benefit Details section to view information about the benefit.
Click '+ Add Benefits' to add an ad hoc benefit.
The following image illustrates the expanded Benefit Details section of the Customer|Entitlements|Benefits page:
The Customer|Entitlements|Benefits page contains the following properties:
Field |
Description |
Benefit Name |
The benefit that you want to assign to the customer. |
Benefit Description |
A description for the ad hoc addition of the benefit |
Start Date |
The start date of the benefit. If you leave this field blank, the current date is automatically entered. Click |
Valid Until Date |
The date that benefit is valid until. If this field is left blank, it will be set to the 'Valid Until' date configured when the benefit was created or last modified. If a benefit was earned through a membership, the benefit’s 'Valid Until Date' is independent of the membership’s 'End Date' or 'Expiry Date'. Click |
Assigned Date |
A read-only field that displays the date the benefit was earned or assigned. |
Financial Value |
A read-only field that displays the financial value assigned to the benefit at the time the benefit was added to the account. If the 'Financial Value' on the benefit is empty, this label will not appear. |
