Editing a Master Account
Users are able to edit a Master account from this page. To edit a Master Account, select the desired Master Account to be modified then click on the Reference No. in the Master Account Listing page. The Edit Master Account page will be displayed as shown below.
The Edit Master account screen is divided into 5 different namely: Profile, Contact, Member, Reward Balance and Redemption History.
Profile Tab
Field Name |
Mandatory |
Remarks |
Industry |
Yes |
Users can select from the options provided in the drop-down box. |
Sub-Industry |
No |
Users can select from the options provided in the drop-down box. |
Number of Employees |
No |
Users can select from the options provided in the drop-down box. |
Turnover |
No |
Users can select from the options provided in the drop-down box. |
Contact Tab
Field Name |
Mandatory |
Remarks |
Business Phone |
No |
|
Fax |
No |
|
Business Phone 2 |
No |
|
No |
||
Mobile Phone |
Yes |
e.g.: 628xxxxxxxx |
Preferred Contact Method |
No |
Users can select from the options provided in the drop-down box. |
Notify member by |
No |
Users can select either by Email or SMS |
Remarks |
No |
|
Street address |
No |
|
State |
No |
Users can select from the options provided in the drop-down box. |
Country |
No |
Users can select from the options provided in the drop-down box. |
Postcode |
No |
|
City |
No |
Member Tab
At the Member Tab, users can view all the cards and its member details under this Master Account. The users can also Add or Remove cards under this page. To view the Member details of each card, click on the Name of the Member and it will redirect to Individual Member page.
Reward Balance Tab
At the Reward Balance tab, users can view the reward balance points for each Member. The statement will be shown according to the billing cycle date.
Portal Login Tab
Portal Login tab shows the list of login IDs in the system.
Also, the user has the option to add a new login by clicking on Add button located at the right-hand side of the Portal Login List tab. A new window will be displayed as shown below. Provide all the necessary information and click on Add.
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