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tracking voucher awards
Posted: 31 May 2007 10:51 AM |
I do not see any way to track the number of vouchers earned by clients in an incentive program, and spent at the store. All I see are entries for group classes and individual education, and for items received or requested.
So my question is:
Is there a way to track # of vouchers awarded and spent?
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Re: tracking voucher awards
Posted: 01 Jun 2007 05:36 PM |
Hi Marie,
At this time, there is not a specific way to track the number of vouchers/coupons that a client has received. But, one way you could track this on the "Individual Education" form through the "literature" checklist (for example, you could add "$10 Voucher" to your list). The Closets/Boutiques Form is the specifc form that is designed to allow you to track exactly which material items each client recieves.
Thanks for your input! Have a great weekend. :o)
Sarah Miller |
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