Customers
Uploading Customer Photos
Images can be added to customer profiles for better identification of customers to avoid incorrectly billing the wrong customers. The only valid file types are .gif, .jpg, .png and must be 100KB or smaller. To add photos to a customers profile follow ...
Change a Resident’s Care Level
At many communities, resident setup varies between care levels. When moved from one care level to another, a resident’s information must be adjusted in FullCount to match their new setup. *NOTE: Differences between care levels will vary for each ...
Assign a Custom Field to a Customer
Custom fields are alerts for servers or kitchen staff about a customer on an order. Customers are individually assigned custom fields from their customer information pages in the Back Office. To assign a new custom field to a customer, follow the ...
Add/Update a Customer's Login for FullCount Engage
This article will show you the step-by-step process for adding or updating the FullCount Engage login information for a customer. Only users who have Back Office access can change this information. To change a customer's FullCount Engage login ...
Create a Customer
Managing FullCount will regularly require setting up new Customers for your community. In FullCount, the term ‘customer’ denotes a Back Office profile that can be assigned from the Touchscreen. Each customer profile also requires a charge account for ...
Create a Custom Field
A Custom Field is a data alert assigned to a customer’s information page in the Back Office. Custom fields display information on the Touchscreen and/or on requisition tickets that may benefit servers or kitchen staff when serving the assigned ...
End Date a Resident
If a resident moves out of your community or passes away, the resident’s FullCount information must be end dated in the Back Office. End dating a customer prevents further charges to the account while also saving past information for future use. Any ...
Create a Meal Plan Account
Many FullCount communities track allowanced resident transactions using meal plans. If your community offers meal plan options, a meal plan account must be created for each resident. If a couple at your community would like to share a meal plan, both ...