waiver scanning work flow ?
We just got our Fujitsu scanner. Besides some confusion with the managers thinking it was going to do full handwriting OCR with zero data entry required it works good. However, it seems a like there should be an "add customer" functionality ( like exists in the POS module ) to allow for adding a new customer on the fly while classifying. I'd like to be able to scan a waiver for a customer that hasn't been entered into the database yet and be able to see the waiver in the classify screen, search for the customer and on finding no existing customer, click an "add new" button and add a new customer right then and there.
If that's a lot of work to implement what work flow can you suggest so that any scanned waiver will already have a customer record in the database?