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Our GolfSuite provides you with every tool needed to manage your Golf CflubClub.
A few of these functions are necessary for the following part of our GolfSuite, so we would like to showcase them to you.
Quick search
If you want to search for individual players (including the membership card) you can use the quick search.
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As soon as you have made a selection, the name will be displayed in bold and you will see the data of the selected customer in the lower area.
Table Search (Grid)
As an alternative to the quick search, you can use the table search to display more than 1 player.
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For more information on filtering groups, see General Information -> Tables(Grid).
Legend:
Prints → Prints you the HCP list of the players you have currently filtered in the table.
→ Opens a window to create an E-mail that would be sent to the currently filtered customers in the table.
Opens → Opens a window to create an SMS that would be sent to the currently filtered customers in the table .(if greyed out, SMS have not been activated for your GolfSuite)
→ Suggests you the saved letters for the filtered customers to download.
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A small table-overview follows about what you can do with these Bulk Actions.
Article Assignment | You can assign additional articles to your selected customers' billing templates. |
Sub Category Assignment | Add a Sub Category to your selected customers. For instance, add the category Guest to a past member). |
| Customer Tag Assignment | Add a Tag to your selected customers (for instance, add a Tag to filter every customer with a periodic billing template in 2022). |
| Remove Customer Tag | Remove a Tag from your selected customers. |
| Assign Access to a Security Object | Grant your selection access to one of your IoT Security Objects. |
For instance, grant all your employees access to the storage shed. | |
| Remove Access to a Security Object | Remove having the right to access an IoT Security Object. |
: → Shows you the list of filters that you have saved.
: → Opens the filter function with which you can sort out customers in the table.
: → Here you have the possibility to restore deleted customers again.
: → Switches from table view to quick view (quick search) if you click it.
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As an alternative
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, you can always click on the respective name (Quick Search / Table Search) to change the view.
Name search
Local search function: This is also where the input is checked in order to avoid duplicates.
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The first part until the comma is defined as the last name, the 2nd part is the first name. This is important if you search using the association.
Search function in the GolfSuite
The search function with the comma is intended for the association search. In the GolfSuite there is the field 'Name suffix' for double names, here 'von' is entered for this example.
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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 Customers - Database of members (AT)
Path: National Golf Association > Sync with the Golf Association.
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You can upload the data under National Golf Association > Sync with the Golf Association > filter your members > then upload them by clicking the 
-button.
Make a day guest a member
If you would like to make a day guest a member, you can convert him to a full member by going to Customers > Customer & CRM > Golf Data > Membership > 
.
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Name | Description | Note |
|---|---|---|
| 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 Customer data
You can start the final deletion process by selecting Quick Search in the respective view:
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| Info | ||
|---|---|---|
| ||
We advice against the deletion of wrong customer records. Always merge duplicates and wrong/old customer records you do not require.
You may also notify the Nexxchange-Support Team to set its status on "Inactive" under Personal Information. |
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 buttonsup- and download.
The 
-sign visualizes this member has yet to be uploaded (Upload required).
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It is also possible to create a HCP list, depending on the selection you make (predefined).
Customer Subcategories
To simplify the display in the start times, there is the Customer sub-category.
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After the settings have been completed, the result in the start time calendar looks like this:
Duplicate check - Merge Customers
Path: Customers > Merge Customers.
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This function should be used with caution if there are different telephone numbers + e-mail addresses. If this is the case, only the data that is given to the customer who is to continue to exist will be retained (under Account you can see how often the same customer is stored).
Create customers with the same name
As soon as you create guests/members who have the same name and already exist in your GolfSuite, you must proceed in the following way:
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As soon as you enter the date of birth, you can create the new customer with the same name.
Creating a day guest
To prevent creating duplicates, there are a few mechanism that will notify and prevent you from creating artificial duplicates.
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Cancel the process or enter the date of birth of the "other" customer with the same name.
Restoring deleted customers
This function is intended for deleted customers.
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EU-GDPR - EU general data protection regulation
Since 25.05.2018 the new EU data protection basic regulation is in force.
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