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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 ...
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 ...
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 ...
GPoS Loyalty Service Setup
This article applies to GPoS Loyalty Service version 1.6 and higher. Screenshots are taken from GPoS Loyalty Service version 1.7. The GPoS Loyalty Service handles all communication between GPoS and Instant CRM. It is used whenever a card, barcode or ...
Resetting Loyalty \ CRM Passwords
Resetting Loyalty \ CRM passwords If you click ‘Setup’ from the menu bar along the top. Once within the setup screen, if you click ‘User Admin’ Under the User Name, if you drop down and select the ‘User’, you can click on the Password field to give ...