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Overview

In this report, it displays all your gift cards, the current points, and any linked customers to the gift card.

You also have the ability to modify the remaining balance for the gift card.

Note: This is report is used only for Revel’s internal gift cards and not third parties such as Mercury gift cards.

 

Key Terms

  • Account Number: This is an automatically generated number from our system.
  • Customer: A customer within the CRM that is linked to the gift card.
  • Number: The gift card number
  • Remaining Balance: The current balance of the gift card which can be redeemed.

 

Modifying Remaining Balance 

Anytime, you can manually adjust a gift card’s remaining. All you need to do is click the box of the gift card you want to change, erase the remaining balance, and enter the new amount.

 

Filters & Options

  • Balance > 0: This will hide all gift cards with remaining balance of 0.
  • Number: Search up specific gift cards numbers.
  • Date Range: Search up all gift cards based on the date they were last used. Selecting “All” will display all the gift card in your system.


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