How to use customer templates

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.