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As soon as your input begins, the system begins to suggest possible results. These special symbols are also displayed:
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Legend:
This customer is a member of the association with a foreign ID number.
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This customer is a member of the association with an ÖGV ID number.
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an association (federation) member.
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This customer is a member of your golf club.
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By default, the quick search is always displayed. However, if you want to switch to table search, just press once around the area of "Quick search", causing the table search/grid search to appear:
Using Filters is a great way to narrow down a specific group of players, so you may send them an E-Mail.
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Path: National Golf Association → Sync with the Golf Association
As a new customer at Nexxchange, it is usually the case that the transferred customer data is not identical with the data at ÖGV.yet complete (the HCP is usually missing, since the new WHS)
All information of your members, which is fetched from your old provider, is locally stored data.
That means for you if the current information was not fetched by the ÖGV in advance before the export (ÖGV comparison), so it can happen that there are there might be differences between the data of your members with the ÖGV stored at your federation and the now available data with usimported by the Nexxchange-Team.
Option 1: You fetch the data from the association, because the status is more current than the export. For this you have to work out the list (if necessary the list "Members with validation errors").
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The possibility to change the membership number has been highlighted.
Change membership number / Start Date
Functions such as sending welcome letters or the data protection formula can also be found under Membership.
The view looks like this:Untick the “Upload to association” box in case you simply want to fix a local, wrong membership number.
When editing the entry date, you can (with the correct authorizations) change the entry and leaving date.
| Note |
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Before you proceed, please be aware once a member is being recognized as a member of your Golf Club via syncing your members, they will be officially a member for the remaining year. Simply changing the Start or End Date after a member has been recognized by your federation as a member will still lead to the federation expecting you to pay the federation fee. Be sure to terminate memberships, according to your federation, correctly and on time. Please contact your federation for more information on rules and regulations regarding this matter. |
Deletion of customer data
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Remove Settlement Template:
Synchronization/upload of customers
Path: Customers → Customers & CRM → Search for customer → Golf → Association
For existing customers, there is the possibility to reactivate/deactivate the association comparison and the upload with the described buttons.
The "prohibition sign" visualises that with the attempt of the alignment of the members, this is excluded (In the picture below it is shown by "Upload required").
The "checkmark" represents exactly the opposite, here the upload is activated. See screenshot:
In order not to lose the overview of the functions, there are the icons. Here you can read what this function actually means.
| Warning |
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We always advice against deleting customer records. This can lead to issues when syncing all members with your federation, cause confusion amongst your employees missing a customer record in your GolfSuite and various other instances. Please only do this as a last resort. It is much better to merge customers → Merge customers |
Golf Data - HCP management
As a general rule, the HCP can only be actively edited by users via the GolfSuite for:
foreign Foreign players/Guests
if If no Association-ID is stored, or
the The match is deactivated.
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Different regulations apply to different national golf federations. If you have questions about your customer’s record stored, required or something is missing, please contact your federation or the Support-Team of Nexxchange if you are unsure about how to proceed.
For instance, it is prescribed by the Austrian golf federation (ÖGV) that HCP changes and management is to be made handled by the federation.
Meaning: The data sent via Sync When issuing a Sync, data is sent by the federation . - Your GolfSuite receives this data and saves it.
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Especially when uploading new members to the association, it may take some time until a new customer record is created. This data has to be sent by our GolfSuite and then needs to be verified by the federation’s system.
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