## 📇 Use the CRM Screen

Find a member, read their profile (balance, points, visits), and review POSX transactions tagged **This Shop** or **Other Shop**.

### 📝 Steps
1. Open **CRM** in the left sidebar. The left column is the member list; the right pane is empty until you select someone.
2. Type in the search box (**Phone Number , Customer Name, etc..**). Matching cards appear; no match shows **Not Found**. Use the up / down arrows to page (10 members per page).
3. Each card shows **Name**, **Email**, and **Phone**. Tap a card to select it (purple border). Tap the same card again to deselect.
4. On the right, the **Profile** tab opens under **Information**. Review **Portrait**, **Name**, **Phone Number**, **Email**, **Birthday**, **Address**, **Balance**, **Points**, **Visit Times**, **Total Spending**, **ID**, and **Registration Date**.
5. Switch to the **Transaction** tab. Columns are **Shop**, **ReceiptNo**, **Total**, **Tags**, **Datetime**, plus **Action**.
6. **Shop** is **This Shop** (this store) or **Other Shop** (another store on the same CRM account). Tags can show **Void**, **+ credit**, **- credit**, **+ point**, or **- point**. Voided rows have a strike-through.
7. On a **This Shop** row, tap the printer icon to reprint the receipt, or the eye icon to open **View Receipt**. Both actions stay disabled on **Other Shop**. Scroll the list to load more; an empty history shows **No Data**.

> **💡 Tip:** View and reprint only work for **This Shop** rows — the receipt must exist on this POS. Other tabs on the member (**Note**, **Coupon**) are for editing notes or listing coupons; do not rely on **Purchase** for history.

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## 🎬 Video Guide

[Watch Demo Video](https://support.agenteehq.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdnNDIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--077e906ac7fb9c2041ad8723fdb5d24b4fd78363/use-the-crm-screen-EN.mp4)