The **"Custom information"** part allows you create custom fields containing information that is useful for your daily management. For instance, if you need to know the date when the arrived at your club, you can create a custom field that will be displayed on the member's profile. You can choose all the parameters: name of field,required field,available to the member or not. You can do anything. For more information with real example, you can visit the page on [[members:settings:custom_lists:index|custom fields]].
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The **"Custom information"** part allows you create custom fields containing information that is useful for your daily management. For instance, if you need to know the date when the person arrived at your club, you can create a custom field that will be displayed on the member's profile. You can choose all the parameters: name of field,required field,available to the member or not. You can do anything. For more information with real example, you can visit the page on [[members:settings:custom_lists:index|custom fields]].
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Once the field has been created, you will only need to fill it in. To do so, edit the member's profile.
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Once the field has been created, you will only need to fill it in. To do so, edit the member's profile. The custom field will appear on every members' profiles.
[[members:members:manage_members:membres#managing-members|Back to top]]
[[members:members:manage_members:membres#managing-members|Back to top]]
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The **"Positive and negative balances"** block will give you an overview on the balance of your member's account.\\
The **"Positive and negative balances"** block will give you an overview on the balance of your member's account.\\
The **"Personal positive balance"** field shows the money and/or units credited by the member.\\
The **"Personal positive balance"** field shows the money and/or units credited by the member.\\
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The **"Personal negative balance"** field shows the money and/or points owed by the member to the club. The negative balances can be restricted by setting a limit in order to avoid misuse. The negative balance lets you see the debt recorded. It means that that member can no longer use the negative balance as soon as their have reached the limit. For instance, let's imagine that you set the limit at €10. If one of your client has a negative balance of €9 and wants to buy a drink costing €3. This person will be able to buy this product and to add it to their negative balance because the limit has not already been reached. After this purchase, the negative balance will be €12 even if the limit is 10. Once the debt has been recorded, the account will be blocked and the client will no longer be able to use it until the debt has not been collected.
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The **"Personal negative balance"** field shows the money and/or points owed by the member to the club. The negative balances can be restricted by setting a limit in order to avoid misuse. The negative balance lets you see the debt recorded. It means that that member can no longer use the negative balance as soon as they have reached the limit. For instance, let's imagine that you set the limit at €10. If one of your clients has a negative balance of €9 and wants to buy a drink costing €3, this person will be able to buy this product and to add it to their negative balance because the limit has not already been reached. After this purchase, the negative balance will be €12 even if the limit is 10. Once the debt has been recorded, the account will be blocked and the client will no longer be able to use it until the debt has not been collected.
<note>From the member's profile, you can edit the **limit of the negative balance** for a particular member. If you want to change the limit for all the members of a particular type, you need to use the [[members:settings:member_types:index#member-types-characteristics|"Manage member types"]] function. Two different actions are possible: you can either change the limit for ALL the members of that type or change the limit for the members (belonging to a particular type) whose details (related to the negative balance) have not been edited individually (that is to say: the members whose negative balance limit has been changed individually will not be affected by the batch edition).</note>
<note>From the member's profile, you can edit the **limit of the negative balance** for a particular member. If you want to change the limit for all the members of a particular type, you need to use the [[members:settings:member_types:index#member-types-characteristics|"Manage member types"]] function. Two different actions are possible: you can either change the limit for ALL the members of that type or change the limit for the members (belonging to a particular type) whose details (related to the negative balance) have not been edited individually (that is to say: the members whose negative balance limit has been changed individually will not be affected by the batch edition).</note>
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If you click on the **"Details"** link, you will open a window displaying more information on the member's balance. You will be able to see the history of the latest 50 credit operations (in Euros or units), the latest 50 debts collected or the debts to be collected. You can also find the list of the latest tickets and operations done.
If you click on the **"Details"** link, you will open a window displaying more information on the member's balance. You will be able to see the history of the latest 50 credit operations (in Euros or units), the latest 50 debts collected or the debts to be collected. You can also find the list of the latest tickets and operations done.
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Finally, the **"Manage alerts"** link allow you to **create or manage alert messages**. You can select the reason for this alert by choosing the type (empty positive balance, full negative balance, unpaid reservation). You also need to specify the period during which this alert will be valid by filling the **"Valid for"** field. Lastly, you can also add a comment but this is not required. These alert messages are very useful for instance if a member makes many reservations but never comes to play. By adding an alert, you will block their ability to make a reservation for some time (according to the duration you set previously). This function is useful to manage clients who reserve but almost never come or those who do not pay their debts. This is a good way to avoid misuse.
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Finally, the **"Manage alerts"** link allows you to **create or manage alert messages**. You can select the reason for this alert by choosing the type (empty positive balance, full negative balance, unpaid reservation). You also need to specify the period during which this alert will be valid by filling the **"Valid for"** field. Lastly, you can also add a comment but this is not required. These alert messages are very useful, for instance, if a member makes many reservations but never comes to play. By adding an alert, you will block their ability to make a reservation for some time (according to the duration you set previously). This function is useful to manage clients who reserve but almost never come or those who do not pay their debts. This is a good way to avoid misuse.
<note important>To **add money to the positive balance** of a client, you just need to visit the cash register interface and click on the "purse" icon {{:members:members:manage_members:icone-credit_de_compte.jpg?direct&50|Purse icon}}.</note>
<note important>To **add money to the positive balance** of a client, you just need to visit the cash register interface and click on the "purse" icon {{:members:members:manage_members:icone-credit_de_compte.jpg?direct&50|Purse icon}}.</note>
members/members/manage_members/membres.txt · Dernière modification: 2012/10/09 16:11 par agnes