Create Customer
Customers and Owners
The following Search parameters can be populated to find customer and owner data;
Owner / Customer Name
Part or all of the customer's name. This field will be searched against all names of individual customers and company names
External Key Ref
The key reference used for the customer record within other companion systems
Linked Property
To filter on a current or past association for the customer to a specific property, enter all or part of that address here
Linked Water Account No
To filter on a current or past association for the customer to a specific water account, enter all or part of that water account number here
Customer Company Flag
Select this checkbox to filter on only customer records
Search results contain the following data:
Name and External key ref
Contact details
Phone
Mobile
Email
Postal Address
Current Associated Assessments
Operations menu
View / Modify and Delete item
The manage companion data section is available to users with system administrator access only.
If new data is required for the Customers and Owners group, you are able to access the form via either the Manage Companion Data
Customers and Owners Search and Search results screens.
On entry to the create Customer form, you are presented with three sections to populate;
Customer Details
Formatted Name
The full formatted name of the customer
Given Name
The customer's given name
Surname
The customer's surname
Title
The customer's title
Company?
A flag to indicate whether the customer is a company
External Key Ref
The original identifier of the customer from the external source
Date of Birth
The customer's date of birth - clicking will open the calendar popup to select a date from
Do Not SMS
A flag t o indicate whether the customer receives SMS Messages or not
Contact Information (collapsed by default) - Use to expand the section
Work Phone
The customer's work phone number
Home Phone
The customer's home phone number
Mobile Phone
The customer's Mobile phone number
Email
The customer's email address
Postal Address
The customer's postal address (Lines 1 -> 5)
Postal Suburb
The customer's postal suburb
Post Code
The customer's postcode
Associations
Assessment - Association of a water account to a property
Property - Address for the associated assessment
Start & End Dates - Dates the association start, ended
Action
Will add a new row to the Associations table
Delete Association / View Assessment item / View Property Item/ Redirect to Property Dashboard
Controls:
Will return you to the Manage Companion Data Customers and owners search/results page
Validates and Saves the New customer and opens a new blank Create customer form
Validates and Saves the new customer and redirects you to the Manage Companion Data - Customers and Owners