| Table of Contents |
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Overview
We will list a few important tools included in our software so you master the part revolving around your Customers and their records. Most of those are already mentioned in Overall Information.
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Everything else will be explained in detail in the corresponding sub-pages .
Restoring a deleted Customer record / Adding a new Customer
While navigating or searching for Customers, you can always perform these 2 actions, located in the upper right corner:
of the Golf Suite EN - Wiki.
Customers & CRM
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1.1 How to Add a Member
1.2 How to Add a Corporate Customer or Agent
1.3 How to Add a Dynamic Membership Group Type (WiP)
--------------------------------------------------------------------------------------------------------------Members
--------------------------------------------------------------------------------------------------------------Share certificates
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3.1 Open (Overview)
3.2 Stock certificate options
--------------------------------------------------------------------------------------------------------------Merge customers
--------------------------------------------------------------------------------------------------------------Automated Emails
--------------------------------------------------------------------------------------------------------------Communication log
--------------------------------------------------------------------------------------------------------------Customer Statistics
--------------------------------------------------------------------------------------------------------------Customers - Settings
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8.1 Salutation
8.2 Member types
8.3 Groups
8.4 Customer Tags
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Restoring a deleted Customer record / Adding a new Customer
While navigating or searching for Customers, you can always perform these 2 actions, located in the upper right corner:
Pressing on this button enables you to restore a deleted Customer record.
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When searching, you will see 3 different symbols (to the right) to visually aid you while searching.
These are:
This Customer is an association (federation) member.
This Customer is a member of the association with a foreign ID number (= HCPI managed by another federation or a Pro).
This Customer is a member of your golf club.
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Switches from Quick Search to Table Search
Empty the field, where the name is displayed, completely
Print the master sheet of the selected Customer
Send an E-Mail to this Customer
Delete the selected Customer
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Switches from Table Search to Quick Search.
Pressing on this button shows you the list of saved filters
Prints you the HCP list of the players you have currently filtered in the table.
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| Info |
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If you want to activate the SMS-Feature, do not hesitate to contact the Nexxchange Support-Team. |
Opens a dropdown-menu to choose between specific actions to be applied to your filtered Customers, all at once. More information on this in the next section.
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Local search function: This is also where the input is checked in order to avoid duplicates.
Search function for double names
We will take Max von Mustermann as an example.
Notation in the system:
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How to search customers in Nexxchange
At the very least, you have to type in 2 letters for the first First Name or last nameSurname, followed by an optional comma, to be able to search for a player.
We will take Max von Mustermann as an example.
Notation in the system:
First name: Max
Last name: von Mustermann
The first part until the comma is defined as the last name, the 2nd part is the first name.
| Note |
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This is important if you search using the |
association’s search function. |
The search function with the comma is mainly intended for the association search, especially Customers with a Noble title.
In the GolfSuite there is the field 'Name suffix' for double names, here Name suffix - 'von' is entered for this example.
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With "only" this specification, the following logic is applied:
Von → stands for the Surname.
Mustermann → stands for the First FameName
Right (possible) search:
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).Every Customer who would fit the criteria will be available to select)
New Customers - Database of Members
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This section explains how to perform a synchronization of your member data from the federation, to update your available data in the GolfSuite.
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 yet complete (the HCP is usually missing or outdated, since the new WHS-System changed how the HCPI is being managed for Members)
All information of your Members, which is fetched from your old provider, is locally stored data.
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If you would like to add something, you can enter the desired entry below the column caption (e.g. member type).
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Before you upload the data… |
Please do not forget to clean up the filter 'Members “Members with validation errors' errors” in order to avoid unnecessary 'error messages'. This will check that errors.
In performing so, you can make sure you have filled in all the data required by the association.
You can upload the data under National under National Golf Association → Association → Sync with the Golf Association → , after selecting the filter all Members “all Members” with the this button .:
Germany - DGV
Path: DGV → Members download
This will download every member from the federation.
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Italy - Federazione Italiana Golf (FIG)
Path: Administration FIG → Members Download
This will download any (new) member(s) from the Italian Golf Federation Federazione Italiana Golf.
Create a Membership with a guest customer record
Path: Customers → Customers & CRM → → Non-Member
If you would like to make a day guest a member, you can convert him to a full member by going to Golf Data → Membership → .
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Name | Description | Note |
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Membership number | Enter the Membership number here | |
Start date | Specify when the Membership was started | 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. |
Edit Membership
Path: Customers → Customers & CRM → Select Customers → Golf → Membership
If you want to change existing member types, you must change them using the specified path.
During the change, the default setting is that the invoice template of the newly specified type is automatically displayed.
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If you get this message during the process ,of deletion a Customer…
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you must perform these steps first so that the operation can be performed:Remove Settlement Templateremove the Billing Template first:
| 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 |
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