Program Quick Search

Program Quick Search displays a list of results as you type in characters in the search box. To use the Program Quick Search do the following:

1. Click Tasks.

2. Click Program.

3. Click Program Home.

   Figure 10-1 Program Home - All Active Programs Metric Tile

   

4. Select a Metric Tile, options include:

   • All Active Programs

   • Active Tender

   • Active Award

   • Active Loyalty

5. In the Search for Program field, enter the Name or ID of the Program you want to search for. Click Partial to search for Programs that partially match the search text, or click Exact, to search for an exact match.

   Figure 10-2 Program Results

   

   Note:

   If more than 25 Programs match the search criteria, the first 25 Programs are displayed. Select Show More... at the bottom of the page to display more Programs.

   The search results display the following fields:

   • Name and Description - Name and description of the program.

   • Type - Program Type

   • Members - Displays the number of registered customers in Customer Engagement.

   • Accounts - Displays the number of individual accounts created for the program. The count will include all accounts created on the card for the program. This can include registered customers, unregistered (anonymous) customers and cards that have not be issued to anyone.

   • Card - Name of Card.

6. Hover over any of the icons in the Name and Description column to see a tooltip listing the status of the Program as shown in Figure 10-2.

   • Active - Filled

   • Inactive - Empty

7. Click the Card name link for any Program to view the details. See Viewing Cards for more information. Use the Action Menu to Edit Card, Edit Program, or View Program. See Editing Cards, Editing Programs, or Viewing Programs for more information.

   Figure 10-3 Action Menu Options - Program Quick Search