Definition #
Point History is a feature that provides a detailed log of all the points a customer has earned or redeemed. It allows you to track every transaction where points were either added to or deducted from a customer’s account.
This ensures transparency and helps you track point activity accurately, making it easier to manage all transactions.
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How can I view only added points, deducted points, or filter by date? #
To check specific details, you can filter by added points or deducted points. You can click these buttons and it will directly show you only the added points or deducted points
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There are two ways to filter by date, you can click or
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/ The filter button is more specific, allowing you to choose the months you want to check the transaction.
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/ The Column button, when you tick the Transaction Date, it will shows the date, month, and time of transactions but doesn’t let you select specific months to view.
How can I check my customer’s points with a remark? #
There are two ways you can check your customer’s point with a remark:
- The Point History: Click Point History > Click the
> Enable the Remarks feature to view all customers points with a remark.
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- The Customers at CRM (for a specific customer): Click the Customers.> Search and Type the name of the customers > View the customer and Scroll down. You can see all the transactions with the remarks as well.
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