Verify customer type (next generation wizard)

Owned by Karl Lundkvist
Last updated: Sept 23, 2024
2 min read

(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.

2 - Summary

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