Setting Up Customer Information Options

When you add a new person, the system is set up by default to add an account for the person and go to the Start Service page when you save the new person information. You can change this functionality by configuring the following option types on the Customer Information Options feature configuration:

• Add Account and Start Service Default: Indicates whether the Add Account and Start Service option is selected on the person page, by default. If this option is not configured, the Add Account and Start Service option is selected by default.
• Post Add Person BPA Script: Indicates a BPA script to invoke when a user successfully adds or changes a person on the person page.

When you use control central to search for accounts, the system limits your search results based on your access rights. You can change this functionality by configuring the following option type.

• Search All Accounts: Indicates whether a Control Central search should allow a user to search all accounts without validating the user’s access rights. If the user tries to select an account without having the required access, they will not be able to navigate to the Account Information tab on Control Central for the selected account.

For more information about Feature Configurations, see Defining Feature Configurations.