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Note: You cannot delete a default customer type.
Adding 3rd party Custom Number
Enable the Custom Number option on the Membership Number panel.
Select Display Membership Number As: QR code or Barcode when scanning.
Select which Barcode to show by default : Mibo Membership Number or Custom number
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There are two ways to add Custom numbers: Manual input or upload using a template.
Manual Input
To add Custom number, click on the plus icon to show new text box for your input then click the plus icon on the same row to save the number
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Upload Using Template
Click Upload xls.
Download the template of CSV import file.
Using the template, update the file that will match the number you prefer.
Upload the template by simply dragging your modified template from your computer and drop them on the panel.
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To update number, click on the + icon on the row of the Membership number you want to update then click on + icon to save the number.
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Enabling and adding custom numbers
The custom number is a unique membership number assigned to each customer that is added to your Mibo account. To enable and add custom numbers, follow these steps:
In the Customer Type page, toggle the Custom Membership Number button to enable it.
The settings are displayed.
Choose how the membership number is shown:
Mibo Membership Number
Custom Membership Number
Choose how the membership number is displayed:
QR Code
BarCode
Enter the limit of card stock that initiates a notification. When the card stock drops to this limit, a notification email is sent to the Administrator.
Add the custom numbers through one of the following ways:
Adding numbers manually
Click the
plus icon.
Enter the membership number, and then click the
plus icon.
Using the template
Click Upload xls.
Click Download Template to download a CSV file.
Use this guide to create your own file of custom numbers.
Drag and then drop the file to the page.
Check the estimation records.
Click Save to save all your changes.
The membership numbers are automatically assigned to the customers. To view the specific customer assigned to a specific membership number, click View right next to the membership number. A new page is opened that shows the Customer 360 view of the specific customer. For more information about the Customer 360 view, refer to Customer 360 view.