/
Wizards

Wizards

Configuration

Users with the right “Staff - Roles” can enable the person overview and wizards on a role.

Person overview

Information about the person overview, from which many wizards are launched:

Person Overview tab

Wizards

A list of the next generation wizards:

Cancel subscription (next generation wizard)

Freeze subscription (next generation wizard)

Unfreeze subscription (next generation wizard)

 

Below wizards are currently in a test phase and is not yet available to configure and start using.
This documentation will be updated when they are ready to activate.

Create or update person (next generation wizard)

Create subscription (next generation wizard)

Pick up an online purchase (next generation wizard)

Verify customer type (next generation wizard)

 

Related content

Person Overview tab
Person Overview tab
More like this
Create subscription (next generation wizard)
Create subscription (next generation wizard)
More like this
Verify customer type (next generation wizard)
Verify customer type (next generation wizard)
Read with this
Create or update person (next generation wizard)
Create or update person (next generation wizard)
More like this
Cancel subscription (next generation wizard)
Cancel subscription (next generation wizard)
Read with this
Dashboard in Staff Center
Dashboard in Staff Center
More like this