To place a wine club membership on hold, you will search for the customer by last name in the main CRM screen. Key in last name into the last name field and then hit enter. If you need to narrow the results you can use first name in combination with last name to search for your customer.

Double click on the customer name you wish to access or select the line and hit the select current line button (F1).

Choose the Maintain Wine Clubs button at the bottom of the screen or hit M on your keyboard.

There are hot keys built into the system, shown by the underlined capitalized letter on each button option.

Using the status details portion of the wine club maintenance page select Add and then key in the date range that the customer would like to be placed on hold. To flag the customer as on hold and skip any shipments during the selected time frame you must choose an inactive status from your list of options. These codes are user defined by each winery, you may see one or more choices based on your setup.

To save your entry select done of F10. You will be taken back to the customer record in the Customer Management Detail screen.

Referenced Pages

Related Pages

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