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:

  1. 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 (The Add Icon) 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 (The Add Icon) 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 the

    C1-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 the

    C1-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 the

    C1-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 the

    C1-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 the

    C1-CustomerRegistration

    TmplHC

    business object.
    		 Plan Yes Plan-Characteristics No
    Plan-Main Yes
  2. Enter the required details in the Template Pages section.
  3. Set the field attributes for the template section, if required.
  4. If you want to add more than one page or section for the customer registration template, click the Add (The Add Icon) 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 (The Delete Icon) icon corresponding to the page or section.
  5. 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