QUESTION:

We exported our customers into excel with the thoughts of importing them back with a zero balance and to start the new year with a zero balance. We later found out that we can't do that. Soooo.... Please advise?

 
ANSWER:

As to zeroing out the points, there is no function to do that, but you certainly could start a new campaign called "YourRewards 2010" for example. All your customers would still be found in the system when looked up by card #.

To look them up by part of name or phone number or email address, switch to the 2009 campaign (use the"jump to:" pull-down at the top of the screen), look them up, then use the pull-down again to jump back the new YourRewards 2010 campaign while keeping that customer's record on the screen. Once a transaction is entered, that customer can be new be found by partial match as usual in the 2010 campaign.

(The reason for this is that certain businesses use campaigns for different audiences, and don't want part of their staff to lookup balances for customers in campaigns they don't have access to. Think of an employee rewards campaign, where cashiers should be able to find other cashiers' balances by looking up their name. There are many other examples like that.)

Still, creating a new campaign for the new year will be the easiest way to do what you need, and has the added bonus that if a customer loudly complains about some discrepancy, you can always go into the old campaign and look up their history and ending balance.