Fidelity Systems
            Knowledge Base Fidelity Systems Instant CRM Instant CRM FAQ

            How to: Add a points or monetary value to a Loyalty / Cashless Card on CRM

            I have recorded a brief how to video on increasing a card value on Instant CRM, this value can be increased in two different ways, I have included both ways of doing this

            The first method is achieved by right clicking the customer from the customer list and choosing Re-charge Balance

            The second method is done by left clicking the customer once and going into the functions and choosing Re-charge Balance.

            Please click here to view an example of this.
            Updated: 18 Jun 2019 08:05 PM
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