Setting check in prompts for new customers

When creating a new customer there are a couple of alerts you can have the system provide to ensure the customer gets checked in when added manually or has documents assigned to their profile.

    1. In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window.
    2. Click the Customers tab.
    3. Under Check In check either or both of the following options:
      - Ask to check in when adding new customers manually
      - Ask to check in after customer assignment in Find Documents
    4. Click Close to finish.

 

 

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