How can I find which customers need to update their credit cards before I do a club batch order?
Response:
You can search to find customers whose credit card has expired or who do not have a saved credit card in their customer record. First, go to Customers/Types (blue button at top)/Next - and ensure that there is a check in the “Club" column, next to all the types which are club types. Hit finish. Then go to Customers/Advanced Search/Customer Search/Next/and mark YES next to Club Grouping. Hit Search.
Once you get your search results, then Click Wine Club Order (blue button at top)/Results of Current Search/Next/Create Report. You will also be able to send those customers an email using the mail wizard from that report.
If you want to check only a specific club, instead of all club members from all clubs, then do your advanced search by customer type instead of club grouping. If you want to check against a specific group of customer types, but not all club types, then in the first step above, check only the types you want to search against, instead of all club types.
