Wiki source code of 24 - LP Member status change
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| 1 | (% class="lead" %) | ||
| 2 | In Call Center, it is possible to change status of the LP Member manually within the status system. | ||
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| 4 | For example, it is possible to set the lowest status to an LP Member who has violated the rules of the Loyalty program. | ||
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| 6 | (% class="box infomessage" %) | ||
| 7 | ((( | ||
| 8 | Changing the status of LP Member through the Call Center is available to Retail Engine Platform users with the appropriate rights ("The user has the right to view the status of the LP Member", "The user has the right to edit the status of the LP Member"). | ||
| 9 | ))) | ||
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| 11 | === Change of the current status of the LP Member === | ||
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| 13 | |(% style="border-color:#ffffff; width:342px" %){{lightbox image="Statuses 1.png"/}}|(% style="border-color:#ffffff; width:1165px" %)((( | ||
| 14 | ~1. To change the status of the LP Member, Retail Engine Platform user goes to Call Center section and searches for the LP Member who needs to change the status. | ||
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| 16 | 2. In the LP Member data sheet, Retail Engine Platform user clicks **Statuses**. | ||
| 17 | ))) | ||
| 18 | |(% style="border-color:#ffffff; width:342px" %){{lightbox image="Statuses 2.png"/}}|(% style="border-color:#ffffff; width:1165px" %)((( | ||
| 19 | 3. Information on its current status will appear in the LP Member's data sheet. The name of the status and the current counter value within the given status system are displayed in the line of the current status of the LP Member. | ||
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| 21 | 4. To change the current status of the LP Member, Retail Engine Platform user clicks **Edit **[[image:button_edit_coupon.png||height="20" width="30"]] in the status bar. | ||
| 22 | ))) | ||
| 23 | |(% style="border-color:#ffffff; width:342px" %){{lightbox image="Statuses 3.png"/}}|(% style="border-color:#ffffff; width:1165px" %)((( | ||
| 24 | 5. In the window that appears, in the **New status **field, Retail Engine Platform user selects the status from the list that the LP Member needs to set and, if necessary, fills in the **Comment **field. | ||
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| 27 | ))) | ||
| 28 | |(% style="border-color:#ffffff; width:342px" %){{lightbox image="Statuses 4.png"/}}|(% style="border-color:#ffffff; width:1165px" %)6. Retail Engine Platform user clicks **Save**. In the LP Member's data sheet, the status information is displays the new status of the LP Member. | ||
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| 30 | === Setting a new status for the LP Member === | ||
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| 32 | If there are several status systems in the system, all of them are displayed in the LP Member's data sheet. Thus, the Member can have several statuses simultaneously. | ||
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| 34 | |(% style="border-color:#ffffff; width:337px" %){{lightbox image="Установка нового статуса 1.png"/}}|(% style="border-color:#ffffff; width:1153px" %)1. To set a new status for the LP Member, Retail Engine Platform user clicks the **Install **button** [[image:plus.png||height="22" width="30"]]** in the status system line, under which the LP Member has not yet been assigned a status. | ||
| 35 | |(% style="border-color:#ffffff; width:337px" %){{lightbox image="Установка нового статуса 2.png"/}}|(% style="border-color:#ffffff; width:1153px" %)((( | ||
| 36 | 2. In the window that appears, Retail Engine Platform user selects the status system and the status within it, which will be set for the LP MEmber. If necessary, Retail Engine Platform user enters a comment in the corresponding field. | ||
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| 38 | 3. Retail Engine Platform user clicks the **Create **button. | ||
| 39 | ))) | ||
| 40 | |(% style="border-color:#ffffff; width:337px" %){{lightbox image="Установка нового статуса 3.png"/}}|(% style="border-color:#ffffff; width:1153px" %)((( | ||
| 41 | 4. After setting a new status, a name and counter value appear in the status system line. | ||
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| 43 | In this case, the **Install **button** [[image:plus.png||height="22" width="30"]]** is changed to the **Edit **button** [[image:button_edit_coupon.png||height="20" width="30"]]**. | ||
| 44 | ))) | ||
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| 46 | (% class="box infomessage" %) | ||
| 47 | ((( | ||
| 48 | It is also possible to change the status or set a new status for the LP Member in the **[[Users>>doc:Main.Using.MMP.CRM.Users.WebHome]] **section of Retail Engine Platform. Setting and changing statuses through the **Users **section takes place in the same manner as described above. | ||
| 49 | ))) | ||
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| 51 | (% class="box" %) | ||
| 52 | ((( | ||
| 53 | **Read also**: | ||
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| 55 | * [[Status Change of the Member in CRM>>doc:Main.Using.MMP.CRM.Clients.Customer_profile.Statuses.WebHome]] | ||
| 56 | ))) |