After a client has been assigned a gift card, the value can be changed on their profile. The adjustment history audit trail will indicate any changes made to a gift card's balance.
In this article, we will look at the steps of editing a gift card on a client's profile.
Things to know:
- The adjustment history audit trail will only show changes that occurred after March 23, 2022 (the date this feature was launched).
- Any changes to a client's gift card balance made before March 23, 2022, the message "Currently there is no audit trail data" will be displayed in the audit trail.
- Tickets from other companies will not be hyperlinked for accounts on the global database.
Editing Gift Card Balance
To change the balance on a gift card, simply follow these steps:
- Go to the Clients tab
- Open the client profile
- Scroll down to the Gift Cards section
- Select the Edit Gift Card button
- Adjust the value and save
Gift Card Adjustment History
The gift card adjustment history displays the date and time the gift card value was modified, as well as the name of the employee who made the adjustment.
To view the adjustment history:
- Navigate to the Clients tab
- Open the client profile
- Scroll down to the Gift Cards section
- Select the Adjustment History link
| Column | Description |
| Date/Time | The date and time the gift balance was adjusted |
| Employee | The name of the employee who adjusted the gift card value |
Amount Changed |
The total value that was added or subtracted |
Gift Card Balance |
The balance remaining on the gift card |