Have Customers details transfer from the search screen to the Create New Customer screen.
D
Dave
It would be great if customers details transferred from the Quick Search screen onto the Create New Customer Screen.
Multiple times a week we look up a customers details as they think they might have an account. When we don't find one we click 'Create new Customer' and all their info disappears. You then have to ask them their email, phone number or name spelling again which doesn't look professional.
Suzy Weightman
Hi Dave,
This should be the case from the POS customer quick search - if we can identify the search term as an email, we'll populate the email field, same with a phone number - this will go into the mobile field, otherwise we'll populate the Last Name.
Perhaps there's a situation where this isn't working as you'd expect - if so let me know as it should be working like this!
Thanks,
Suzy