When you look up a customer you can view the following information and actions. The information and actions available will vary depending on your integration with Clutch.
1. The Enter Transaction button allows you to enter a transaction for the customer.
2. The Redeem Reward button allows you to redeem a reward if the customer has rewards available.
3. The Redeem Gift and Stored Value button allows you to redeem gift and stored value if the customer has a balance available.
4. The Add/Edit button allows you to add or edit the customer’s demographics.
5. The Advanced Edit button allows you to add or edit the customer’s advanced profile preferences.
6. You can view a full history of the customer’s transactions.
7. You can view the customer’s loyalty and gift/stored value balances.
8. You can view the customer’s available rewards.
9. The Profile button allows you to view the customer’s demographic and advanced profile information.
To view the customer’s information in greater detail select the profile button.
When you select the profile button you can view the following information.
1. You can view the primary customer’s demographics.
2. You can view the additional customer’s demographics.
3. You can view the customer’s advanced preferences and information.
Viewing Information for a Parent-Child Brand
When a Brand is enabled with Parent-Child cards, VT will show an extra tab that has a customizable name. In this image, the Child tab shows as “MyCustomNameChildTab”.
The name is set and updated in the Brand Setting “Child Card Display Name.”
This Child card tab shows the [child] card number, profileDemographics, and customDemographics that are modified to show for either Parent-Child or Child display in the Customer Model. This tab allows anyone to edit or add values to these demographic fields.
Selecting edit for a child card shows the demographic fields that are editable.
