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Management Console Store

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
Web POS EIPP
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

Look Up Behavior When Lookup functionality is enabled choose which behavior to use. Possible values are:
  • Inform User that the Information Exists and Stop Process - Attempts to match with existing information and if information seems to exist registration process is stopped and error message is presented to web user asking user to contact customer service.
  • Ask for Customer/Consumer Address Number Verification - Attempts to match with existing information and if information seems to exist web user is asked to provide additional information and if information is valid then customer/consumer is linked to existing information and web user is able to continue.
  • Bypass Customer/Consumer Address Number Validation - Attempts to match with existing information and if information seems to exist web user is automatically linked to existing customer/ consumer information and web user is able to continue.
Look Up Additional Behavior for companies For company records choices are:
  • Show Administrative Account - provide information to contact the account administrator
  • Show Available contacts - let user select an existing contact or add a new contact creating the web account

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