Contacts can be filtered by Reward Points to show only those with a point balance at or above a set amount. This filter is available when a reward program is enabled and helps narrow the Contact List based on customer point totals. The filtered results can then be used to send emails, create custom lists, add contact log entries, or print contact details.
Tip: To add or remove any additional fields (e.g., Reward Points or the equivalent Reward Currency) to the Contact List, see Customize the Contact List before proceeding with the steps below.
- From the contact list toolbar, select the filter button
then choose Filter. - Select Reward Points and enter the number of points a contact must have (or higher) to be displayed in the field to the right of the Reward Points selected from the previous step (e.g enter 100 if the contacts to be included need to have at least 100 points).
- Click the X to close the Reward Points pop-up and apply the filter.
- The filtered contacts can be sent an email, added to a custom list, or printed as a report. To print, from the contact list toolbar, select the print button
then choose Print (or see Print Labels to print in a label format).
- In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF. - When finished, to clear any filters that may be set, select the filter button then choose Clear Filter.
