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Filter Editor
A filter allows you to quickly retrieve the information you require, such as only showing members with a birthday this month, or all members between 21 and 30. Some filters have already been designed for your use, however, as many businesses have ...
Instant CRM + Loyalty Service Versions available for download and install
Instant CRM + Loyalty Service Versions available for download and install Instant CRM has been found to not work fully on versions of SQL later than SQL 2012. There are no plans for any work to be done to make Instant CRM compatible with later ...
CRM \ Loyalty Introduction Guides
Introduction to CRM \ Loyalty Instant Loyalty (integrated customer loyalty & marketing system) This database-driven customer relationship management system has been developed for retail, hospitality, leisure and similar applications where there is a ...
Process Scheme Based on the date range \ Operators Instructions
Process Scheme Based on the date range You can set a scheme to allow members to advance/drop to different schemes automatically based on how many points they have gained or how much they have spent. You can also set your scheme to advance/drop to ...
Setting up Loyalty Cards on the System
To set up your loyalty cards, you must first know how many digits are encoded onto the card(s) and exactly what range of numbers have been used. Your dongle stores your prefix already; this stops other people’s loyalty systems using the same cards as ...