Managing Membership Exception
Note:
Accept, Reject, and Adjustment actions are only available for membership exceptions with exception type "Exception Not Resolved".Viewing Membership Exceptions
Note:
Default results will be displayed for the exception type "Exception Not Resolved"-
From the OPERA Cloud menu, select Client Relations, select Membership, then select Membership Points Exception.
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Enter search criteria, then click Search.
Accepting Membership Exceptions
You can accept the membership exception to grant the calculated award and/or tier points.
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From the OPERA Cloud menu, select Client Relations, select Membership, then select Membership Points Exception.
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Enter search criteria , then click Search.
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Select one or more membership exceptions in the search result, then click Accept.
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Notes: Enter any notes.
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Click Confirm.
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Rejecting Membership Exceptions
You can reject the membership exception to deny the calculated award and/or tier points.
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From the OPERA Cloud menu, select Client Relations, select Membership, then select Membership Points Exception.
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Enter search criteria, then click Search.
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Select one or more membership exceptions in the search result, then click Reject.
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Notes: Enter any notes.
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Click Confirm.
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Adjusting Membership Exceptions
You can adjust the membership exception by manually entering award or tier points in the new Membership Transaction. When adjusting a membership exception, you then choose to accept or reject the original membership exception.
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From the OPERA Cloud menu, select Client Relations, select Membership, then select Membership Points Exception.
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Enter search criteria, then click Search.
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Select a membership exception in the search result, then click Adjustment.
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Membership Transaction Adjustment: Enter the required details.
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Click Save and Accept to accept the original membership exception or click Save and Reject to reject the original membership exception.
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Parent topic: Membership (Loyalty Cloud Service)