Customer configuration

Field Name

Text

List of all customer record fields that you can select as required during account creation or that you can use as customer search criteria.

Required

Checkboxes

Select the checkbox of a field to specify that it is required for account creation (both on the customer and staff sites).

Note that selecting this checkbox automatically selects the checkboxes for Required for Online Account, Show During Account Creation, and Show During Online Account Creation.

Required for Online Account

Checkboxes

Select the checkbox of a field to specify that it is required for account creation on the customer site.

Note that selecting this checkbox automatically selects the checkbox for Show During Online Account Creation.

Show During Account Creation

Checkboxes

Select the checkbox of a field to specify that it is displayed during account creation on the staff site (but not required, unless the Required checkbox is also selected).

Note that this checkbox is automatically selected if the Required checkbox is selected.

Show During Online Account Creation

Checkboxes

Select the checkbox of a field to denote that it is displayed during account creation on the customer site (but not required, unless the Required for Online Account checkbox is also selected).

Note that this checkbox is automatically selected if the Required for Online Account checkbox is selected.

Show in Customer Search

Checkboxes

Select the checkbox of a field to specify that the field is used as customer search criteria.

Show in Batch Customer Search

Checkboxes

Select the checkbox of a field to specify that the field is used as search criteria for batch customer searches.

Show During Batch Account Creation

Checkboxes

Select the checkbox of a field to specify that the field is displayed during batch account creation.

Default Settings

Default Customer Search Criteria

Customer Type

Dropdown list

Set the default customer type for customer searches.

Retired

Dropdown list

Set the default retired type for customer searches:

• Include Retired: Include retired customers in your search.

• Exclude Retired: Exclude retired customers from your search.

• Only Retired: Only search for retired customers.

Customer source

Dropdown list

Set the default customer source filter setting for customer searches:

• All sources (default) to include both customers created and NOT created from the prospective customer questionnaire form.
• Prospect form to include only customers created from the prospective customer questionnaire form.
• Non-prospect form to include only customers NOT created from the prospective customer questionnaire form.

Default Settings for New Customer

Agree to receive Promotional Email

Checkbox

Option to control the default setting of the promotional email option when creating new customer accounts.

Leave unchecked to opt out by default.

Enhanced Customer Application Settings

Use this section to configure settings for Enhanced Customer View.

General Settings

Number

The maximum number of records you can have open at once.

Number

The number of results displayed per page (defaults to 20) on the following Enhanced Customer View (ECV) pages:

• Customer search result section
• Family Schedule widget
• History widget

Display Settings

Set the font and color attributes for Enhanced Customer View.

Layout

See the Layout section of Configuring enhanced customer account view.

Widgets

Click Customize Display Fields to select which heading fields to display for the Customer Summary widget.

Gender settings

The system default gender options are Male, Female, Non-binary and Prefer not to say. You can use this section to create and configure the available gender options.

Note:

• If an enabled gender option is being used by an existing customer, the gender option cannot be unchecked.
• The maximum number of gender options allowed in the system is 60.  

Male

Checkbox

Female

Checkbox

Checkbox

Enabled by default (cannot be edited or deleted).

Select/unselect this option to enable/disable Non-binary in the available gender options.

Default abbreviation: NB

Prefer not to say

Checkbox

Enabled by default (cannot be edited or deleted).

Select/unselect this option to enable/disable Prefer not to say in the available gender options.

Default abbreviation: PN

Checkbox

Create and select a custom gender option to enable the gender option in the available gender options.

You can only edit, disable or delete the custom gender option before it is in use.