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Dave Carr

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Articles

Recent activity by Dave Carr

  • Pop Up Notes

    Pop Up Notes (also known as sticky notes or memos) are notes you can use to share important information internally or with your customers. Pop up notes can be used a visual reminder, to share confi...

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  • Facilitated Orders in Spektrix

    A Facilitated Order (also known as an assisted booking) is where a customer can make a purchase on behalf of another customer. For example, an adult purchasing a ticket on behalf of a child, where ...

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  • Ordering a Spektrix Payments Terminal

    When going live with Spektrix Payments, you'll receive need one or more Payment Terminals (also known as PIN Pads, Chip & PIN machines, Chip Readers or PEDs/peds). This article is for users who use...

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  • Introduction to Spektrix Payments Terminals

    Payment Terminals (also known as PIN Pads, Chip & PIN, Chip Readers or PEDS/peds) are devices that enable you to take in person credit and debit card payments. In this article, we’ll give you an ov...

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  • PCI Compliance

    This article is about PCI Compliance. We’ll explain what PCI is and the difference between PCI DSS (Payment Card Industry Data Security Standard), PCI SSF (Payment Card Industry Software Security F...

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  • Performing a Sale

    In this article we’ll guide you through performing a sale, adding items to the Basket/Cart and explaining the methods of payment you can use. You’ll also find information on managing the Basket/Car...

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  • Creating and Managing Customer Records

    This article is about Customer Records in Spektrix. In this article you'll find information on creating, updating, deactivating and managing Customer Records. Before reading this article, make sure...

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  • Introduction to the Customer Record

    Customers who interact with your Spektrix system will normally have a Customer Record. Each Customer Record is unique and the data it contains lets you keep track of Orders, attendance and purchase...

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  • Merging and Converting Customer Records

    The Customer Record holds data for each Customer in your Spektrix system. In the Customer Record you’ll see information such as contact details, Order History and Contact Preferences. You’ll also s...

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  • Understanding the Customer Record

    The Customer Record in Spektrix contains all the available information you hold about a Customer. In other systems you might know this as a patron, contact or individual / organisation. You can man...

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