Sales Person Customers
If the web account record is a salesperson you will see the Customers action on the inquiry screen. This action allows you to associate customer/consumers to the salesperson. Once you associate the customer/consumer records the salesperson will have access to those accounts in CMS.
Basic
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LookUp Status | In an attempt to minimize the number of possible duplicate registrations this setting can be configured to lookup certain customer/consumer information prior to creating new records and stopping the process if information seems to exist. Possible values are: Inactive – Does not attempt to match with existing information. Active - Attempts to match existing information |
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Look Up Behavior | When Lookup functionality is enabled choose which behavior to use. Possible values are:
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Look Up Additional Behavior for companies | For company records choices are:
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