•History - Search Points Section
The Customer|History|Points page allows you to search for and select point-earning transactions pertaining to a specific customer. This page is current state and only displays purchase records. If an item is returned/removed, the original purchase will no longer appear. For orders that contain multiple items, only the first item in the order is shown. Click any order record to go to the Order|Summary page.
History - Search Points Section
The following image illustrates the History - Search Points section of the Customer|History|Points page:
|
Hint You can filter searches by entering an entire word/number or you can use wildcard characters to perform a search using portions of the word/number. |
The default History - Search Points section of the Customer|History|Orders page contains the following properties:
Field |
Description |
Membership |
Filters the search based on the membership that the point rules are configured against. Click |
Order Number |
Filters the search based on the order number for the point-earning transcation. |
Activity Bundle |
Filters the search based on the point-earning bundle that was purchased. Click |
Activity Misc Item |
Filters the search based on the point-earning miscellaneous item that was purchased. Click |
Activity Event |
Filters the search based on the point-earning event that was purchased. Click |
Activity Gift |
Filters the search based on the point-earning gift that was purchased. Click |
Points Comment |
Filters the search based on any comments that were added when ad hoc points were assigned to the customer via the Customer Services - Customer|Entitlements|Memberships page.
|
Date |
Filters the search based on a range of dates in which the points were earned. Click |
Points Category |
Filters the search based on the points category.
|
Points |
Filters the search based on a range of earned points. |
Page Size |
Enables you to specify the number of records to display per page returned in the results. |
Search Type |
Enables you to choose the appropriate type of matches that you are expecting: •Match Any: When you want to search for records containing one or more of the search terms you selected. •Match All: When you want to search for records that contain all the search terms you selected. |
Select Points Section
The following image illustrates the History - Select Points section of the Customer|History|Points page:
The History - Select Points section of the Customer|History|Points page contains the following properties:
Field |
Description |
Name |
The name of the membership that the points were earned towards. |
Points Category |
The type of points that were earned: •Bonus •Normal A blank in this column indicates that the points were added ad hoc. |
Date |
The date that the points were earned/the order was created. |
Order Number |
The number for the order that the points were earned on. |
Activity Bundle Short Description |
The 'Short Description' of the bundle that the customer purchased to earn the points. |
Activity Miscellaneous Item Short Description |
The 'Short Description' of the miscellaneous item that the customer purchased to earn the points. |
Activity Event Name |
The 'Event Name' of the event that the customer purchased tickets for to earn the points. |
Activity Gift Short Description |
The 'Short Description' of the gift that the customer purchased to earn the points. |
Points Comment |
Any comments that were added when ad hoc points were added to the membership |
Points |
The number of points earned though the transaction. |
