Adding a Membership Transaction Group
From the Administration menu, select Client Relations, then Membership Management, then select Transaction Groups.
Click New and enter the following details:
Code: Enter the membership Transaction group code.
Description: Enter the description for the Transaction group.
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.
Select one or Transaction codes from the Available panel then use the greater than symbol (>) to move your selection to the Selected panel.
Note:
Use the filter to refine the search; enter value and click Go.Click Save.
Editing a Membership Transaction Group
From the Administration menu, select Client Relations, then Membership Management, then select Transaction Groups.
Enter search criteria, click Search.
Select the Transaction group and click Vertical Ellipse and select Edit.
Update the details.
Click Save.
Deleting a Membership Transaction Group
From the Administration menu, select Client Relations, then Membership Management, then select Transaction Groups.
Enter search criteria, click Search.
Select the Transaction group and click Vertical Ellipse and select Delete.
Click Delete to confirm.
Parent topic: Guest Loyalty Programs