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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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Adding a new Customer
While navigating or searching for Customers, you can always perform these 2 actions, restore or create new Customers.
Those options are located in the upper right corner:
Pressing 
You always have the option of adding a new Customer by clicking on this button enables you to restore a deleted Customer record.
Simply search for the deleted Customer as if you would use the Quick Search:
→ Click on this button to restore this Customer record.
| Note |
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If you merge 2 Customers, the data of the old record is being transferred to the new record, essentially cleaning up the duplicate. Restoring the old record to it original state is not possible after merging. |
You always have the option of adding a new Customer by clicking on this button.
Select the type of Customer you want to create:
Fill out the form and save the new entity. You can always change the Customer record afterwardsSelect the type of Customer you want to create:
If you click on “Non Member”, this opens the federation search by default. The GUI changes depending on your GolfSuites’s version.
AT GolfSuite
Type in Last Name, then First Name (the comma signalizes the end of the First Name, if used).
DE GolfSuite
You need the Last name, First Name and the Homeclub of the player you are searching for.
NL GolfSuite
You need the GSN number of a Customer to find the correct Customer record.
Adding a new Customer record without the federation search:
Click on this small symbol if you want to add a new Customer record without using the federation search.
Fill out the form and save the new entity. You can always change the Customer record afterwards.
| Info |
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Additional information has to be added in Customers & CRM directly. |
← Press on this button or outside of the dialog window to cancel the search.
Restoring a deleted Customer record
While navigating or searching for Customers, you can always perform restore or create new Customers.
Those options are located in the upper right corner:
Pressing on this button enables you to restore a deleted Customer record.
Simply search for the deleted Customer as if you would use the Quick Search:
→ Click on this button to restore this Customer record.
| Note |
|---|
If you merge 2 Customers, the data of the old record is being transferred to the new record, essentially cleaning up the duplicate. Restoring the old record to its original state is not possible after merging. |
Quick Search
If you want to search for individual players, you can use the Quick Search.
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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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You can upload the data under National Golf Association → Sync with the Golf Association, after selecting the filter “all Members” with this button:
Germany - DGV
Path: DGV → Members download
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This will download any (new) member(s) from the Italian Golf Federation Federazione Italiana Golf.
Create a Membership with a guest customer record
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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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All details are shown in the following screenshot:
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