How do I view by directory in Loyalty Management App?

Updated on July 27, 2020 06:04AM by Admin

  • Before viewing the Loyalty programs by directory, confirm if the By Directory view is enabled by navigating to Settings → Customize App → Views.

  • You can configure the privileges for the employees. Only the employees who have the selected privilege can view the selected view.

Note: The privileges for the employees are configured in the Employees App.

  • Go to the Home Page of the Loyalty Management App. Choose By Directory from the left panel.
Home Page

  • Select a letter based on which the loyalty programs have to be filtered. Consider viewing Loyalty programs whose program name starts with L from the left panel.
  • The records will display.
Selected Filter

  • Select the More Details to redirect to the Overview page of a Loyalty program.