Hi experts,
how can I create a template for a customer and then use it?
We use IFS app 10.
![](https://uploads-eu-west-1.insided.com/ifs-en/attachment/86a216e4-204f-4c38-b10c-f075bb59e5f1.png)
Hi experts,
how can I create a template for a customer and then use it?
We use IFS app 10.
Hi ,
Upon creating a customer by ticking the mentioned checkbox you can define a customer as a template customer. However you need to provide a template description as well.
Once you have this template customers , when you are using ‘Quick register customer assistance’ you can select a template customer and some of the basic data which you have provided in the template customer record ( Delivery address ,Document Address , Misc info ) will be fetched into the new customer.
Further to above , in certain RMB menu functions in the application has ‘quick customer registration option’. If you need to quickly create a new customer using that , there also you can use this template customers to fetch some basic information from. However it is still possible to override the information which has been fetched from a template customer.
Thank you,
Lumini.
Hi
thank you a lot. :-)
I am going to test it today.
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