Verify customer type (next generation wizard)

(TP50396 / 2023.1903)

This wizard, which is available in Beta, can be enabled by BRP staff for a specific role by enabling “Next generation wizard”on a role and adding “Verify customer type” to the next generation wizard options.

Settings that change the behavior of the wizard

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.

Related rights

“Invoice” is required for creating an invoice in the payment step
Any more?

Message templates (used for instructions)

Wizard - Verify Customer Type - Step 1 Verify Customer Type
Wizard - Verify Customer Type - Step 2 Summary

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

Only create a custom message template if you wish to override the default template.

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)

Steps in the Wizard

Launch the wizard by selecting “Verify customer type” from the ellipsis menu on the person overview.

1 - Verify customer type

Make sure that the customer can provide valid identification for the customer type they wish to verify.

Failing to provide a valid ID would convert the person into a Regular customer and the prices will be changed accordingly.

When selecting age specific customers, the customer’s age should be within the given range.

An organization can have a custom way of verifying a customer and it will be shown in the message. The message is configured on the “Member” tab of the organization.

2 - Summary

Inform the customer about the price of their recurring subscription payment, which may have changed with the customer type.