Adding the Pages and Sections in a Customer Registration Template
Prerequisites
To add a page and its related sections in a customer registration template, you should have:
-
Template categories defined in the application
-
Template pages and sections defined in the application
Procedure
To define a customer registration template:
-
Ensure that the Template Pages section
is expanded when you are defining, editing, or copying a customer registration template.
The Template Pages section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Template Page Used to indicate the page which you want to add in a customer registration template for a particular template category. Yes (Conditional) Note: This field is required while adding pages and sections in a customer registration template.Template Section Used to indicate the section and its field attributes which you want to define for a particular page in a customer registration template. Note: On clicking the Add () icon, the following columns appear:
Column Name Column Description Template Section Used to indicate the section for a particular page. Field Attributes Used to define the field attributes of a section. Note: On clicking the Add () icon, you can define the field attributes for the section.
Yes (Conditional) Note: This field is required while adding pages and sections in a customer registration template.The following table lists the various pages and sections that you can include in a customer registration template: Template
Category
Template Pages Template Sections Template Page Mandatory (Yes or No) Template Section Mandatory (Yes or No) Account Auto Pay No Account Autopay No Account Characteristics No Account Characteristics No Credit Ratings Note: This template page appears when you are defining, editing, or copying a customer registration template which is created using theC1-Customer
Registration
TmplBK
business object.No Credit Rating No Main Yes Account Identifiers Yes Account Information Yes Persons Yes Account Address Override Information No Bill Routing Yes Main Yes Person Accounts No - - Contact Information No Person Address No Person Email No Deal Information Note: This template page appears when you are defining, editing, or copying a customer registration template which is created using theC1-Customer
Registration
TmplBK
business object.No Deal-Main No Main Yes Person Identifiers Yes Person Main Yes Person Names Yes Person Phones No Person Characteristics No Person Characteristics No Person Hierarchy No Person Hierarchy-Characteristics No Person Hierarchy-Main No Policies Note: This template page appears only when you are defining, editing, or copying a customer registration template which is created using theC1-Customer
Registration
TmplHC
business object.No Parent Policy No Policies No Registration Characteristics No Customer Registration Characteristics No Policy Note: This template category appears only when you are defining, editing, or copying a customer registration template which is created using theC1-CustomerRegistration
TmplHC
business object.Policy-Main Yes Policy Characteristics No Policy-Main Yes Policy Persons No Policy Plan Note: This template category appears when you are defining, editing, or copying a customer registration template which is created using theC1-CustomerRegistration
TmplHC
business object.Plan Yes Plan-Characteristics No Plan-Main Yes - Enter the required details in the Template Pages section.
- Set the field attributes for the template section, if required.
-
If you want to add more than one page or section for the
customer registration template, click the Add (
) icon and then repeat step 2.
Note: However, if you want to remove a page or section from the customer registration template, click the Delete () icon corresponding to the page or section.
-
Click Save.
The pages and sections are added in the customer registration template.Note:
You can add all the template pages available for a particular template category by clicking the Select All check box in the upper left corner of the Template Pages section.
You cannot edit or delete a template page or section if a customer registration is already defined using the customer registration template.
Related Topics
For more information on... | See... |
---|---|
Customer Registration Template screen | Customer Registration Template |
How to define a customer registration template | Defining a Customer Registration Template |
How to set the field attributes for a template section | Setting the Field Attributes for a Template Section |
How to edit a customer registration template | Editing a Customer Registration Template |
How to copy a customer registration template | Copying a Customer Registration Template |