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loyalty card sale order of Call Center AX 2012

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Posted on by ghizlane

How can I attach a loyalty card to call center order?

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Juliet Zhu on at

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Hi ghizlane,

Loyalty card will be automatically filled if linked to the customer, or you may manually add it from order header.

Thanks,

Juliet Zhu

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ghizlane 5 on at

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Hi Juliet,

Thank you for the quick reply, can you please send me a capture to show me the filed in ax i cant find it ?

Thanks,

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Community Member on at

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Loyalty card will be automatically filled if linked to the customer, or you may manually add it from order header.

Juliet, great, thanks for explaining that. I think there should be some noticing information about such issues in Frequently Asked Questions as well. A lot of technical issues related to software are about it's developers. Few months ago, we've ordered this multichannel outbound call center solution and what I can say about developers and support - they are great. They always can help with such issues, and resolve any problem.

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Juliet Zhu on at

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Switch to order Header mode, and you will find it in General tab. Below is an example:

Thanks,

Juliet

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ToddB on at

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Hi ghizlane,

I was able to set the Customer name in Retail >> Common >> Loyalty >> Loyalty cards:

Todd Berger

Support Escalation Engineer / Microsoft Dynamics 365 Commerce
North America Customer Services and Support

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LePota 10 on at

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Frankly speaking, when neither or nor my company cannot handle some projects then I don't mind outsourcing work to professionals. That's how I started working with Salesforce. And now I'm thinking of customizing salesforce solutions to optimize my business processes.

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