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Our GolfSuite provides you with every tool needed to manage your GolfclubGolf Cflub.
A few of these functions are necessary for the following part of our GolfSuite, so we would like to showcase them to you.
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von Mustermann, Max
von Mu, Max (the name does not have to be entered completely - if the search is reduced to 1 player, it will be filled in/selected automatically).
New
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Customers -
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Database of members
Path: National Golf Association > Sync with the Golf Association.
As a new customer at Nexxchange, it is usually the case that the imported customer data is not identical with the data stored at your association.
All information of about your members, which is fetched from your old provider, is locally stored data.
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The latest, available information of your association might not be the same as the data imported by the team of Nexxchange.
This means: There might be differences between your association's data of your members and the imported data in your new GolfSuite. You have the following 2 options available to receive the newest data for your members.
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You may only do this for your members. Guests can not be synced this way and have to be manually updated in Customers > Customers & CRM > Golf Data > National golf association, pressing the the button locally in Golf → National golf association, pressing on this button → If you book a guest for a TeeTime, the data of this customer is automatically synchronized over night. |
Option 2: You can either send certain member types step by step or all members to the association.
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Name | Description | Note |
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| Membership number | Enter the membership number here | |
| Start date | Specify when the membership is officially beginning | This is automatically filled with the current date when you create it |
| End date | Indicate when your member wishes to terminate his or her membership | |
| Member type | Here you enter the desired type | This will be invoiced accordingly |
| Subcategory | How the customer is displayed in colour in the Tee Time System | |
| Card printing | Here you specify what should be noted on the national association card of the customer | 2 Prerequisites: 1. customer must have a card print and be uploaded. 2. order tickets at your association |
| Payment Method | The payment method will be used for this customer - most typically per invoice. |
Deletion of
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Customer data
You can start the final deletion process by selecting Quick Search in the respective view:
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If you get this message during the process ,
you must perform these steps first so that the operation can be performed:
Remove Settlement Templateof deletion this customer's record:
You first need to terminate the membership:
Afterwards, remove the billing template:
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Please refrain from deleting duplicates or We advice against the deletion of wrong customer records. Always merge duplicates and wrong/old customer records you do not require.
You may also set its status on "Inactive" under Personal Information. |
Synchronization/upload of
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Customers
Path: Customers → Customers & CRM → Search for customer → Customer → Golf → Association
For existing customersCustomers, 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.
The 
-sign visualizes this member has yet to be uploaded (Upload required).
The 
-sign represents no upload is required:
As a general rule, the HCP HCPI can only be actively edited by users via the golf suite GolfSuite for:
- Foreign players.
- If no Association-ID is stored.
- The match is deactivated.
If this is not the case, the golf club Golf Club must fetch the HCP using the Sync with Association-button.
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Path: Customers > Members.
Only the members of your Golfclub Golf Club are displayed here.
It is also possible to create a HCP list, depending on the selection you make (predefined).
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To simplify the display in the start times, there is the customer Customer sub-category.
Path: Customers > Customers & CRM > Select customers Customers > Personal Data > 
The change of the member type was also highlighted. Please note that the color defined in the display category affects the display in the tee time calendar (see selection e.g. Gold).
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