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Create or update person (next generation wizard)

Create or update person (next generation wizard)

(TP45974 / 2023.1903)

This wizard provides a simple and safe way to create a person, making it possible for the system administrator to add instructions to each step.

Configuration

BRP Configuration → Staff and resources → Roles

This wizard can be enabled for a specific role by enabling “Next generation wizard”on a role and adding “Create person” to the next generation wizard options.

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Settings that change the behavior of the wizard

  • If customer types are configured, they are used in the wizard. If the customer types have a age ranges and are configured to be applied automatically, they are set by default on matching age.

  • Own defined fields (BRP Configuration → Persons → Own defined field) that have the property “Use in new person wizard” set will be in the “Personal details step”

  • If the setting "removeOrganizationOnOrganizationCustomerTypeChange" is enabled, the connection from a person to an organization is removed if the customer type is changed from the organization customer type to a different customer type.

Select unique fields for matching persons

These settings change which are used for matching on existing persons.

  • "Wizard - Create person - Match person on ID/SSN" (default true)

  • "Wizard - Create person - Match person on mobile phone number" (default true)

  • "Wizard - Create person - Match person on email address" (default true)

Message templates (used for instructions)

Templates can be found in the “Wizards” category in Configuration → Settings → Messages

  • “Wizard - Create or update person - Step 1 Identification“

  • “Wizard - Create or update person - Step 2 Register new customer”

  • “Wizard - Create or update person - Step 3 Personal details”

  • “Wizard - Create or update person - Step 4 Additional information”

  • “Wizard - Create or update person - Step 5 Completion”

Some HTML tags can be used in the message templates

  • <br> for a new line

  • <ul> for an unordered list item (bullet without number)

  • <li> for an ordered list item (bullet with number)

Launching the wizard

If enabled on role, the wizard can be launched from this icon in Point of Sale
(no other module work)
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The wizard can also be launched from the “Register new customer” button in Point of Sale (no other module work)

 

Steps in the Wizard

1 - Identification

In this step, unique fields are used to verify that the person is not a duplicate. If the person is already in the system based on one of these fields, the user can proceed with the existing person.

  • Personal number (Sweden only)

  • Email address

  • Mobile phone number

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2 - Personal details

Enter required and optional information, including “Own defined fields”.

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3 - Customer type

Select customer type.

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4 - Additional information

Add photo and card number. Ask the customer for consents.

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5 - Completion

The customer is created (or updated). Choose to launch the “Create subscription” wizard or close this wizard.

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