SwiftTec FAQ: How to create and assign account flags in the Loyalty Tracking System
Problem
You want create and add a user-defined flag to an account in the Loyalty Tracking System.
Applies To
Solution
To create/edit a user-defined flag
The Loyalty Tracking System allows you to define up to 32 flags for
you own informational purpose. To create or edit a user-define flag
definition use the following procedure:
- Start the main Loyalty Tracking System program
- Select View/Options from the menu
- Select the Member Flags tab
- Double-click on the flag you want to edit.
- In the popup box enter the description of the flag and press the OK button
to accept the changes
- Press the OK button on the Options box to save the changes
To set or unset a user-defined flag
- Start the main Loyalty Tracking System program
- Edit the account you wish to assign the flag to.
- Select the Flags tab in the edit account box
- Click to the left if the flag description to set or unset the
flag for that user. If set a green flag appears to the left of the
flag name.
- When you have finished editing the user process the OK button to
complete and save the changes