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Managing a wine club can be extremely profitable to a winery. To run your wine club efficiently one needs to have access to updated customer information, credit card information being pertinent. AMS has a search option to find all expired or soon to be expiring credit cards so the customers can be notified. The email can be sent through AMS if you are set up to use the AMS email templates or a spreadsheet can be built and the email sent from a third party emailer.
Using AMS email template for custoemr with expiring credit cards:
Start in PSFMM.MOC (Maintain Order Controls)
Set up or reveiw expiring card email template
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In Customer Management (CRM) pull your list of wine club members with expiring cards by using the 1st drop down "expring credit card before MMYY", when you select this, add the month and year of your choice in the box below. In the second drop down select either "wine club members" or wine club members(active only)" and the clubs in the box below.
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