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)