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.
- In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window.
- Click the Customers tab.
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
- Click Close to finish.