Display Receipt ID rather than Payment ID
When viewing a Client > Payment you will see a list of all the payments the client has made Each...
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Inactivation Reasons
When you are making a client Inactive – you can give a reason why you are making this client inactive.... -
Merging Clients
If you have identified clients that have been entered in multiple times into the system, you will want to merge... -
Linking a Profiler Client to a Xero Contact
Profiler allows you to link a client to a customer inside Xero. Often this link can be done automatically as... -
Creating a Payment and Issuing a Receipt
This continues in the “I’m New Here” series designed for the day-to-day operational basic training of the Profiler system. This... -
CLI008 – Role Reporting
Client Role reporting allows to generate reporting based upon the Client > Role options and/or sub-role options. To generate a... -
PrizeFiler – New Client Fields
When using the PrizeFiler Kiosk for creating new clients you can define what fields when adding the clients are mandatory... -
Client Prizes
When looking up a client in Client Management module you can click on the left hand side of the client... -
Deleting Clients
In some situations you may want to delete a client in Profiler. It is preferable you make them inactive or...