6 | Account Maintenance "Details & Address" Tab

This article covers the "Details Address" Tab and the relevant configurations available in BackOffice. The settings and fields that are covered in this article can be set when Creating a New Account or can be Edited for an Existing Account.

This article covers the "Details & Address" Tab and the relevant configurations available in BackOffice.

The settings and fields that are covered in this article can be set when Creating a New Account or can be Edited for an Existing Account.

Prerequisites

To access Account Maintenance features, the applicable Operator Privileges will need to be enabled

Operator Maintenance 'Maintenance' Tab

All "Accounts & Memberships" Flags

Account Settings Tabs

This lesson will focus on the "Details & Address" Tab of Account settings

"Details & Address" Tab

This will only cover fields which are not self-explanatory

Field	Description/Information
Names 2 & 3	These are Additional names which can be added to the Account
POS Prompt	This will be displayed at the SmartPOS Workstation each time the Account is used An Operator with Setup or Account Edit Privileges can clear this message at the Workstation
Gender	This is used mainly with Member Accounts or Charge Accounts This is useful when doing Member Reports or Advanced Marketing through Accounts Profiles
Birth Date	This is the Date of Birth of the Account Holder It is mainly used with Member Accounts and is useful in Membership Reports or advanced marketing through Accounts Profiles & Prize Promotions
Export Codes	These are optional user-defined fields that hold text data and allow fast filtering of information
Comment	This is an optional field for entering any relevant information or notes about the Account
Statement Comment	The text entered into this field will print on the Statement for the Account If this is left blank for the Account, but the Account Group has a Statement Comment Setup, it will be used
Screen Media	Text entered into this field will be displayed on the customer screen of a SmartPOS Workstation This can be used to add a Personal Welcome Message for the Account Holder to see when using entrance terminals or when there is a customer screen available on a SmartPOS Workstation If this left blank for the Account, it will default to any Screen Media set for the group This can be useful for presenting appropriate promotional material for specific markets
Image/Photo	This sets an Image for the Account

6 | Account Maintenance "Details & Address" Tab

This article covers the "Details Address" Tab and the relevant configurations available in BackOffice. The settings and fields that are covered in this article can be set when Creating a New Account or can be Edited for an Existing Account.

Field

Description/Information