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Introduction
Step-by-step guide
The customer entry history is conveniently located in the customer heading and can be opened (by selecting the door icon).
When the entry history opens users will immediately see a list of entries for the previous seven days.
The entry history can be expanded to show the previous month or year. As users toggle the buttons the results will expand based on the entry history.
When the entry history is open the data does not automatically update so to update the entry results users must select the "refresh" icon.
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If the customer entry history needs to be printed or saved users should use the report in Community Connect Office called the "Building Entry Listing" report. |
Related articles
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A search needs to be performed before the “New Customer” button is enabled. This is to ensure that users are searching for an existing customer record before accidentally creating a duplicate customer. |
After searching for a customer and clicking the “New Customer” button in the customer search dialog, users will see a blank customer information page, where they can enter all of the customer’s details.
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The following information is required before users can save the new customer’s information: First Name, Last Name, Birthday, and Barcode |
The barcode can be manually entered, or the generate button can be clicked for a barcode to be automatically generated for the user.
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Once all required information is entered and the user is ready to save the new customer information, “Save & Continue” can be clicked at the bottom of the dialog to save the new customer record and finish adding the customer to the sale in progress.
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