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- First/Last Name
- City, Street, State, and ZIP.
In the above example , below a Full Account will be created as the requirements have been satisfied: First/Last Name
City, Street, State, and ZIP.
The intention to create a Full Account is displayed by the software via the button text "Add Customer" as well as the message line by stating "customer entry".
Example Email Only Customer Creation
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In the example below an Email Only will be created as an email address has been entered but Street has been omitted preventing the requirements for a full account from being satisfied.
The intention to create a email only account is displayed by the software via the button text "Add Email Entry" and message line "email entry".
Example "Prompt for entry"
In the example below we see the system is nagging the user to enter the birthday. This is because "Prompt for entry" has been selected on the birth date field on the Customer Maintenance Control screen. If the clerk simply presses enter, then prompt is dismissed.
By default the quick add screens are disabled. This is to prevent surprising clerks with a drastic change. The feature must be turned on for one or more registers. At some time in the future we may enable the new screen by default.
To enable the new quick add screen you need to edit/create a new Central Table ZZZ entry.
You may not have permission to enter the central table configuration. You may need to get your manager to enable the feature for you.
The ZZZ table code is PSTCHQACTL. Edit or create the table as per the screen shot below.
Example Free Form Data:
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