Use this page to configure which customer fields are required during account creation (both on the customer or staff site), and which fields are used as customer search criteria.
Enhanced Customer Application Settings
Administration > Population Settings > Configuration
Customer Field Settings |
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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 |
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Default Customer Search Criteria |
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Customer Type |
Dropdown list |
Set the default customer type for customer searches. |
Retired |
Dropdown list |
Set the default retired type for customer searches:
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Customer source |
Dropdown list |
Set the default customer source filter setting for customer searches:
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Default Settings for New Customer |
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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 SettingsUse this section to configure settings for Enhanced Customer View. |
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Use enhanced Customer Account application? | Checkbox | Select this option to enable enhanced customer view for your organization. |
General Settings |
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Maximum Concurrent Open Customer Records | Number |
The maximum number of records you can have open at once. |
Number of Results Per Page | Number |
The number of results displayed per page (defaults to 20) on the following Enhanced Customer View (ECV) pages:
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Display SettingsSet the font and color attributes for Enhanced Customer View. |
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LayoutSee the Layout section of Configuring enhanced customer account view. |
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WidgetsClick Customize Display Fields to select which heading fields to display for the Customer Summary widget. |
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Gender settingsUse this section to configure the available gender options. Note: If an enabled gender option is being used by an existing customer, the gender option cannot be unchecked. |
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Genderqueer/Androgyny | Checkbox |
Select this option to enable Genderqueer/Androgyny in the available gender options. |
Gender Non-Conforming | Checkbox |
Select this option to enable Gender Non-Conforming in the available gender options. |
Non-binary | Checkbox |
Select this option to enable Non-binary in the available gender options. |
Intersex | Checkbox |
Select this option to enable Genderqueer/Androgyny in the available gender options. |
Transgender | Checkbox |
Select this option to enable Genderqueer/Androgyny in the available gender options. |
Transsexual | Checkbox |
Select this option to enable Genderqueer/Androgyny in the available gender options. |
Cross-dresser | Checkbox |
Select this option to enable Genderqueer/Androgyny in the available gender options. |
FTM(female-to-male) | Checkbox |
Select this option to enable Genderqueer/Androgyny in the available gender options. |
MTF(male-to-female) | Checkbox |
Select this option to enable Genderqueer/Androgyny in the available gender options. |
Other | Checkbox |
Select this option to enable Genderqueer/Androgyny in the available gender options. |
Note that some fields are always required for account creation or always used as customer search criteria (for example, First and Last Name), so their checkboxes are automatically selected and disabled. Some fields cannot be required for account creation or used as customer search criteria (for example, Password), so their checkboxes are automatically deselected and disabled.