Customer: Status
The Customer Status section of the Customer Details page displays the overall status of the customer. Following are the details displayed under it.
Customer Type field displays the current status of the customer and following are its valid values:
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- Deactivated
- Deactivation changes the customer status to deactivated, which effectively puts the customer on “hold”. The customers cannot log into their accounts and cannot accrue any points, although existing points remain on the account, which can be reactivated with no loss of data. Example: A Client might want to use this option to temporarily disable accounts that are not in good standing (perhaps because a customer did not pay required dues). After the account is back in good standing, the client would reactivate it. Reactivation is the only valid option for a deactivated customer.
- Available Points
- The number of points currently available to this customer for use.
- Program Join Date
- The date when the customer associated with the account became a member of your loyalty program.
- Pending Points
- If your system is configured to use Point Vesting, this value displays the current balance of points pending. Otherwise, a zero (0) is commonly displayed here.
- Email Opt-In
- If the customer has opted to receiving email, this value displays as “Yes”. This can be changed by the customers themselves in their Account page (depending on your configuration) or this value can be changed on the Edit Info screen.
- Customer ID
- The customer’s unique ID within the Reward system.
- Loyalty Lab Create Date
- This is the date when the customer account was created in the Reward database. Depending upon your configuration, additional information regarding Point Groups, Tiers and so on might be displayed in the Status section.
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