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    Customer Loyalty Program

    Greetings

    We are looking at setting up a customer loyalty program. I do not see an easy way to track or assign points and would be interested in any ideas or discussions.

    Cheers

    Re: Customer Loyalty Program

    You could perhaps add a numeric custom field and hold the current number there, or decide that the points are 5% (or anything) out of billable charges - you can then generate a report and manually take 5% of it. See the following pages for more info on customization:

    Field Customization
    Customization FAQ

    Hope this helps.

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