Quick Form Controls

The quick form is used to simplify and make faster the process of creating new customers and accounts and avoid mistakes when filling in parameters. The administrator fills in most of the important parameters (e.g. customer class, currency or product for an account), so that later the person entering data only has to input a few remaining ones (e.g. customer name) to create a customer and an account (or multiple accounts) under it.


The Customer Controls page allows you to define a new client entity. The information required is divided into four tabbed sections: Address Info, Additional Info, Payment Info, and Self-Care Info. The information on the top of the form is required. Information on all the other tabs is optional, and need not be provided when creating the customer.


Please refer to the Add / Edit Customer and Add Account sections for a detailed explanation of individual fields in the forms.