Configuring VIP Levels

Adding a VIP Level

  1. Select the Administration menu, select Client Relations, select Profile Management, and then select VIP Levels.

  2. Click New and complete the following fields:
    1. Code. Enter a code that briefly describes the VIP level.

    2. Description. Enter a detailed description of the VIP level.

    3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the multi-language descriptions screen and configure a language translation for the description.

    4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

    5. Display Color. Assign a color to the VIP level.

  3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a VIP Level

  1. Enter search criteria and click Search.

  2. In the search results, select the code and click the vertical ellipsis.

  3. Click Edit.

  4. Update the configuration and click Save.

Deleting a VIP Level

  1. Enter search criteria and click Search.

  2. In the search results, select the code and click the vertical ellipsis.

  3. Click Delete.