Where Your Members Shop
Screen ID: | IPUANL-02 | |
Screen Title: | Where Your Members Shop | |
Panel ID: | 5007 | |
Tool Number: | 979 | |
Data Source: | ETRmmyy1, ETRmmyy2, ETRmmyy3 | |
Snap Shot: | As of Month End | |
Click here to magnify |
Access this screen by selecting "See These Members" when the list on the Where Your Members Shop dashboard has less that 100 merchants. View merchants on the previous screen.
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NOTE: Because this dashboard uses End-of-Month data, activity during the current month will not be included.
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NOTE: Individuals with an Employee Type code not equal to 0 (i.e. staff, board members, etc.) will be excluded from these results.
SEE ALSO: Knowing Your Members CU*BASE Relationship Management Tools
Learn about the Where Your Members Shop feature.
This screen lists data on the members who shopped at the filtered merchant list (on the previous screen).
Buttons
Buttons |
Description |
Export (F9) |
Export to create a database file of member account numbers or of the data for use with report builder. |
Member Connect (F10) |
After creating a database file using the Export feature, use Member Connect (F10) to contact those members. |
Common Bonds (F12) |
Use this to view to select from one of the Common Bonds analysis tool to run for this group of individuals. |