Search Customer Registration Template

The Search Customer Registration Template zone allows you to search for a customer registration template using various search criteria. It contains the following sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to indicate whether you want to search for customer registration templates using the banking template or the healthcare template details. The valid values are: Banking Template - Used to indicate whether you want to search for customer registration templates created using the C1-CustomerRegistrationTmplBK business object. Healthcare Template - Used to indicate whether you want to search for customer registration templates created using the C1-CustomerRegistrationTmplHC business object. Note: By default, the Banking Template option is selected.	Yes
  Template	Used to search for a particular template.	No
  Description	Used to search for customer registration templates having a particular description.	No
  Template Category	Used to search for customer registration templates which belong to a particular category. The valid values are: Account Person Policy Policy Plan Note: The Policy and Policy Plan options appear when you select the Healthcare Template option from the Search By list.	No

  Note: You must specify at least one search criterion while searching for a customer registration template.

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Template	Displays the customer registration template.
  Description	Displays the description of the customer registration template.
  Template Category	Displays the category to which the customer registration template belongs. The valid values are: Account Person Policy Policy Plan
  Edit	On clicking the Edit() icon, the Customer Registration Template screen appears where you can edit the details of the customer registration template.
  Duplicate	On clicking the Duplicate() icon, the Customer Registration Template screen appears where you can define a new customer registration template using an existing customer registration template.
  Delete	On clicking the Delete () icon, you can delete the customer registration template. Note: You can delete a customer registration template when a customer registration is not yet defined using the customer registration template.

  On clicking the Broadcast () icon corresponding to a customer registration template, the Customer Registration Template zone appears with the details of the respective customer registration template.

  By default, the Filter area is hidden. You can view the Filter area by clicking the Filters () icon in the upper right corner of this zone.

  Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

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