Notes on Handling Members

It's a best practice for the customer agent to make notes about any significant changes made to the member's data, particularly if those changes involve the number of reward points. This helps personnel who subsequently view or work with the member's data to understand what changes have been made to date.

The Notes button on the top ribbon of the member management page provides access to existing notes and the ability to create new notes to continue documenting interactions with the member and their data.

If the account is closed, notes can no longer be added. If you try to add a note and click Save Note, a message appears indicating that the account status is CLOSED.

Access notes

1. Select Membership > Member Search. Select a search method, enter the relevant data, and click Search. Click the correct record in the list returned to open the member details page.
2. Click Notes at the top of the page.
3. View the notes in the modal window that opens.
4. When you're done, click X in the upper corner of the modal window to close it.

Create a note

1. Select Membership > Member Search. Select a search method, enter the relevant data, and click Search. Click the correct record in the list returned to open the member details page.
2. Click Notes.
3. Type your note in the text box at the bottom of the modal window.
4. Click Save Note. The note appears in the list of notes along with the agent name and a date and time stamp.
5. Click X in the upper corner of the modal window to close it.

Edit a note

1. Select Membership > Member Search. Select a search method, enter the relevant data, and click Search. Click the correct record in the list returned to open the member details page.
2. Click Notes.
3. Click the edit button next to the note you want to edit.
4. Make your changes in the text window.
5. Click Save Note. The edited note appears in the list of notes along with an updated agent name and date and time stamp.
6. Click X in the upper corner of the modal window to close it.

Delete a note

1. Select Membership > Member Search. Select a search method, enter the relevant data, and click Search. Click the correct record in the list returned to open the member details page.
2. Click Notes.
3. Click the delete button next to the note you want to delete.
4. In the Delete Note window, click Delete to confirm that you want to permanently delete the note. The note is removed from the list of notes.
5. Click X in the upper corner of the modal window to close it.