Keep your records up-to-date in Loyalty.

Updating loyalty records

All Loyalty records are modified using the same general method.

1. From the menu sidebar, click the type of record that you want to modify, for example: Members > Cards. Loyalty lists the first 50 records in the selected category.
2. (Optional) If the record you want to modify is not displayed, fill out one or more of the search boxes at the top of the list, and click search.
   Note: Search boxes only appear when a list contains more than 50 records. Partial searches match the first characters in the record. For example: searching for Meg in the Member Name field will find "Megan Miller", but not "Ian Megget".
3. Click the record whose details you want to modify.
4. The Add/Modify record screen appears.
5. Edit the record details.
6. Save.

Deleting loyalty records

All Loyalty records are deleted using the same general method.

1. From the menu sidebar, click the type of record that you want to delete, for example: Members > Cards. Loyalty lists the first 50 records in the selected category.
2. (Optional) If the record you want to delete is not displayed, fill out one or more of the search boxes at the top of the list, and click search.
   Note: Search boxes only appear when a list contains more than 50 records. Partial searches match the first characters in the record. For example: searching for Meg in the Member Name field will find "Megan Miller", but not "Ian Megget".
3. Click the delete button beside the record that you want to delete. A message appears, asking to you confirm that you want to delete the record.
4. To delete the record, click OK.

See also:

• Introduction to Loyalty