Viewing Loyalty Members’ Point Balances
A member service representative can view members’ point balances:
To answer members’ question about how many points they have.
To decide whether to change members’ tier status, as described in Changing Loyalty Members’ Tier Status Manually.
To view a member’s point balance
Navigate to the Loyalty Members screen.
In the Members list, select the member and click its Member Number (#) hyperlink.
The member’s balances for point type 1 appears in the member form, in the Available Points, Qualifying Points, and Lifetime Qualifying Points fields. The Future Points field shows the number of points that have an effective date in the future.
Note: Points that have an effective date in the future are not included in the available points balance.Click the More Info view tab.
The member’s point balances for point types two and three appear in the Points Status sections.
Note: You can also click on the Point Balance view tab to see a list of all the point types defined for the program and the points earned by the member for each of these point types.