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How to view member's spending history? (如何查看会员消费记录?)
How to view member's spending history?
如何查看会员消费记录
- Login to you back office
登录后台管理系统 - Click on "Member Reconcillation" subcategory under the CRM main category, then enter the member's info and click on "Search"
在 CRM(客户关系管理)主分类下,点击 “Member Reconciliation(会员对账)” 子分类,输入会员信息后点击 “Search(搜索)”
*You may use the following info to search:
可使用以下信息进行搜索:
1) Member's ID
会员编号
2) Member's Name
会员姓名
3) Member's HP number
会员手机号
- Click on "History" and you will be brought to a new tab, select the date that you would like to view from (not exceeding 3 months per search) and click on "Search"
点击 “History(历史记录)”,将打开新标签页,选择要查看的日期(每次搜索不得超过 3 个月),然后点击 “Search(搜索)”
- You may also search for different types of member's spending history by changing the filter here
你还可以通过更改筛选条件,查看会员不同类型的消费记录:
Check common balance; Member's recharge and stored value usage
查询余额:会员充值及储值使用情况
Points Reconciliation; Member's points and point usage
积分对账:会员积分及积分使用情况
Per-use card audit; Member's per-use card purchases and usage
单次卡审核:会员单次卡购买及使用情况
Transactions history; Member's transactional history
交易历史:会员交易明细
Purchase summary; Member's "product mix" report
购买汇总:会员商品组合报表
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