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Introduction
Step-by-step guide
The customer entry history is conveniently located in the customer heading and can be opened (by selecting the door icon).
When the entry history opens users will immediately see a list of entries for the previous seven days.
The entry history can be expanded to show the previous month or year. As users toggle the buttons the results will expand based on the entry history.
When the entry history is open the data does not automatically update so to update the entry results users must select the "refresh" icon.
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If the customer entry history needs to be printed or saved users should use the report in Community Connect Office called the "Building Entry Listing" report. |
Related articles
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The search bar at the top of the page can be used to help users narrow the results.
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Users can search by name, number of punches, or punch card type. |
The filters above the list can also be used to help the user view results that match specific punch card types.
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The filter will change to a darker gray when selected. |
Once the user finds the punch card they are looking for, they can click on it to see the New Punch Card Dialog. The selected punch card information is shown, including number of punches, punch card type, price, and price per punch.
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Here, users can manually enter or scan a punch card barcode and click validate to make sure that the punch card is valid.
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The Validate button will be clicked automatically if the punch card was scanned. It will only need to be clicked manually if the punch card number was entered manually. |
If the number that was entered is not a valid number, users will see an “Invalid barcode” message (this is likely caused when the barcode is formatted differently than what the system expected).
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Once a punch card number has been validated, the user can click Add to Cart and they will see their punch card in the cart, ready for checkout.
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