Administrator Guide 2017
Create customer
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Create customer creates customers from the device.  This was developed for app-only systems.

The action itself is simply a trigger - the detail is in setting up the correct template items within the template itself

Main

Main screen for this action

*Description

A descriptive text to identify this action

Automatically create a location with these details Tick this box to always create a location with the same details as the customer.  This can be useful as a location is required for filling out most forms.

Conditions

Condition (1) If you wish to only run an action in a particular situation then you can use these conditions to specify them. The action will only occur if both conditions are satisfied. Typical uses are to only run an action or display an item if a particular answer has been given to one of the answers on the template.
See Also