Which members have blocking keywords?

The list of blocking keywords enables to identify the members subject to a blocking related to a error type (Debt, Missing mandate, Missing deposit, Expiring credit card, Suspended direct debits, Suspended bookings, etc).

STEP_ARTICLE_CLIENT.JPGSTEP 1 - GO TO THE LIST OF BLOCKING KEYWORDS 

To get to the list, go to Financial Data from the Management menu and select the list of blocking keywords.

BLOCKING KEYWORDS.png

Results of the list show the whole members who are subject to a blocking keyword. 

STEP_ARTICLE_CLIENT.JPGSTEP 2 - TO GET FURTHER INFORMATION ...

The list enables you to filter on different information: 

  • The member's main information: club, name, first name, status and active salesperson. 

BLOCKING KEYWORDS 1.png

  • The 'error type' must now filter on the following tags: Debt, Missing mandate, Missing deposit, Deposit to return, Expiring credit card, Suspended direct debits and Suspended bookings.  

ERROR TYPE.png

For your information

In the management exports, from the "Points of warning" category, the "Blocking keywords" export produces the list of blocking keywords for each client that has at least one blocking keyword when the export is generated.

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