Customer Quick Configure

What is Customer Quick Configure?

Customer Quick Configure is a tool that allows you to make many changes to a customer record with a single click.

Many situations, like selling a membership, require staff to make a standard set of changes to a customer's record. Making each of these changes individually allows for the flexibility to configure different memberships in different ways, but it also makes the process time consuming and introduces the potential for error and inconsistency.

Customer Quick Configure allows a facility to create templates that include a list of changes a staff member can apply with a single click. These templates can greatly improve the speed and accuracy of editing customers in many common scenarios like selling memberships.

How do I use Customer Quick Configure?

Enable Customer Quick Configure

1. Navigate to Data Entry > Manage > Customer Quick Configure in order to open the Customer Quick Configure Templates window. Note that this tool comes with several default templates. You can edit or delete these templates just like templates you create yourself.
2. Tick the box for "Enable Customer Quick Configure options" to turn this feature on. You can create and edit Customer Quick Configure templates at any time, but you won't be able to use those templates to configure customers until that box is ticked.
   
   

Create Customer Quick Configure Templates

1. Click "Add" to create a new template and open the Edit Customer Quick Configure Template window.
2. Give your template a name.
3. Select the customer information you want that template to configure by ticking the checkbox next to each relevant attribute.
4. For every box you tick, you may need to make additional configuration options to the right. For a membership template you might want to modify "Customer Type" by specifying that the template should configure it to "Member".
5. There are 3 checkboxes at the bottom of the Edit Customer Quick Configure Template that allow you to make a template inactive. Inactive templates can be saved and edited, but they will not be available for staff to use to configure actual customers. This can be useful if you want to create a template for a limited time membership but make sure it can't be used before or after the membership is available for sale.
   - The "Is Inactive" box will make a template inactive if ticked.
   - The "Is Inactive Until" box will prompt you to enter a date when ticked. The template will then be inactive before that date.
   - The "Is Inactive After" box will prompt you to enter a date when ticked. The template will then be inactive after that date.
   - The "Is Inactive Until" and "Is Inactive After" boxes can be used in combination to define a specific time window that the template will be available.
6. Click "OK" to save your template.
   
   

Edit Customer Quick Configure Templates

1. Click on a template displayed in the list within the Customer Quick Configure Templates window.
2. Click "Edit" to open the "Edit Customer Quick Configure Template" window.
3. Make changes to your template in the same way you would configure a new template.
4. Click "OK" to save the changes to your template.

Organize Customer Quick Configure Templates

1. Templates within the list displayed in the "Customer Quick Configure Templates" window can be moved up and down by clicking on a template, and then clicking the up/down arrows until that template is in the desired position within the list.
   
   
   
   
2. Menu Separators can be added to the list displayed in the "Customer Quick Configure Templates" window by creating a new template and ticking the configuration box for "Is a menu separator". These special templates are not used to configure customers, and only create separators within your template list to help keep your list organized.
   
   

Using Customer Quick Configure to Edit Customers

1. Open the customer record to be edited.
2. Click "Quick Configure" in the bottom left of the customer record to see a list of your currently active Customer Quick Configure Templates.
3. Select a template to apply changes to the open customer record. When using a new template for the first time, it's a good idea to look at all of the modified field within the customer record to be sure they changed in the way you expected.
4. Click "OK" to close the customer record.