Have Customers details transfer from the customer search grid to the Create New Customer screen. | Voters

Have Customers details transfer from the customer search grid to the Create New Customer screen.

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.

January 16, 2025

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

Dave

Suzy Weightman That was badly worded on my part. The quick search works, the screen after (Search and Select Customer) doesn't take data over.

Suzy Weightman

Dave Ah! Thanks for clarifying Dave - this sounds like a good idea, and something I think would be achievable!

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