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Entering and Modifying Loyalty Members' Service Requests

Members can enter service requests in the Loyalty Web site or can contact member service representatives with their service requests.

Member service representatives should be designated to view and deal with these service requests. One or more employees should be designated to assign service requests entered through the Web site to the appropriate owner.

Member service representatives should change the value in the Status field as they work on and close the service request.

To enter, view, or modify a member service request

  1. Navigate to the Loyalty Members screen.
  2. In the Members list, select the member and click its Member # hyperlink.
  3. Click the Service Requests view tab.
  4. To view or modify a service request, locate it in the Service Requests list and make any necessary changes.
  5. To add a service request, add a new record to the Service Requests list, and complete the necessary fields. Some fields are described in the following table.


    Enter a description of the service that the member requests.


    If the member is an account or partner, select the company name.

    Last Name

    If the member is an individual or household, select the member name.


    Choose the status of the service request, for example, Pending, Submitted, Approved, or Closed. The member can view this status on the Web site.


    By default, the employee, partner, or customer who enters the service request is the owner. If necessary, select the appropriate owner, who will deal with the service request. The service request will be visible to the owner in My Service Requests view.

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