Change customer details

Name

First name of the customer.
Required.

Personal Information

Gender

Dropdown list

Gender of the customer, as selected from Male or Female.
Required.

Date of Birth

Date

Date of birth of customer.

Required if age category is not used.

Age Category

Dropdown list

Age category of the customer, as selected from a predefined list.

Required if the date of birth category is not used.

Note that the Allow use of age categories checkbox on the system Settings - General page needs to be selected for this option to appear.

Customer Type

Dropdown list

Customer type under which the customer is classified, as selected from a predefined list. This determines the charges applied for facility reservations, as set in the Charge Matrix.

The default customer type could be set at System Settings > Online.

Site

Dropdown list

The site where the customer is assigned, as selected from a predefined list.

The site selected will be the only site where the customer can be accessed and used in transactions, unless the user has multi-site permission.

Selecting All Sites will make the customer available to all sites.

Note: This field only appears if the Enforce Site Specific Customers option is turned on for your agency. (Select the Enforce Site Specific Customers option in Web Admin > xx Staff.)

Required if field is visible.

Occupation

Dropdown list / Textbox

Occupation of the customer.

If you want to select an occupation that is not listed in the dropdown list, select Other from the dropdown list, and then enter the occupation in the adjacent textbox.

Grade Override

Dropdown list

Select a grade level from the predefined list to override the calculated grade.

SSN

Text

Enter the customer's Social Security Number.

To change the wording for SSN (for example, if you use the field for another type of customer number), see Wording Configuration.

To specify the length and type of the number (alphanumeric or numeric only), see General Defaults.

External ID

Text

Any other external ID number or code of the customer.

Lighting PIN

Text

Note: This option is available if you have enabled SkyLogix features for your organization and if you require your customers to enter a PIN for lights to activate during their reservations (as specified in the Function option for SkyLogix Lighting Settings on the General Configuration page). Contact your ACTIVE Net account manager for more information about accessing these features.

Enter a 5-digit number for this customer to use as a PIN to activate lights during their reservations.

Retire Customer Record?

Checkbox

Select this checkbox to retire this customer record.

Retired customers will not appear on customer search results and reports unless specified.

Head of Household?

Checkbox

Select this checkbox if the customer is the head of the household. This is used as criteria for mailing lists and reports.

To edit the head of household, go to the Customer Account page, and then click Change Family Details.

Note:

• Customers under 18 cannot be heads of households.
• Retired customer accounts cannot be heads of households.

Special Handling?

Checkbox

Select this checkbox if staff needs to be notified that the customer requires special handling.

If selected, an alert siren icon is displayed when the customer makes a transaction. Click the icon to display the customer's alert notes, (for example: notes, medical alert, general alert).

Preferred Language

Dropdown list

This dropdown (defaults to English) is displayed only if the Multi-lingual feature is enabled for your organization.

If a customer wishes to receive system emails in French, select Français.

Security Information

Login name

Text

Login name of customer for online access to the customer (public access) site.

OnLine user has not been activated?

Checkbox

Select this checkbox to put the customer's online access on hold and prevent the customer from registering online.

Password

Text

Password for online access.

Type the same password again for verification.
Case sensitive.

Question

Dropdown list

Security question to be asked if the customer forgets their password and requests a new one.

If answered correctly, a new password will be emailed to the customer's email address.

The customer also can change the question by clicking the underlined Change question link then selecting a question from the dropdown list and entering the new answer in the Answer and Re-enter Answer boxes.

If the customer selects Write your own question from the dropdown list, the Specify Your Question box will be displayed below the question option.

Answer

Text

Answer to the security question.

Type the same answer again for verification.
Case sensitive.

Notes

Notes

Text

General notes about the customer that are displayed when a special handling customer makes a transaction (for example: customer preferences, requests, reminders).

Medical Alert

Text

Medical alert notes that can be printed on the roster.

Also displayed when a special handling customer makes a transaction (for example: allergies, special medical instructions).

General Alert (Staff Use Only)

Text

Alert notes for the staff that are displayed when a special handling customer makes a transaction (for example: "Do not accept checks from this customer").

Linked Companies

Attach a company

Hyperlink

Attaching a company makes the customer their authorized agent when doing facility bookings.

Click the link to do a company search, then select the company to attach.

Detach selected company(s)

Hyperlink

Select the company then click on the link to detach the company from the customer.