Customer Registration Template

The Customer Registration Template zone displays the details of the customer registration template. It also allows you to edit, copy, and delete the customer registration template. It contains the following sections

• Main - Displays the basic information about the customer registration template. It contains the following fields:

  Field Name	Field Description
  Template	Displays the customer registration template.
  Template Category	Indicates the category for which the customer registration template is created in the system. The valid values are: Account Person Policy Policy Plan Note: The Policy and Policy Plan template categories appear when the customer registration template is created using the C1-CustomerRegistrationTmplHC business object.
  Description	Displays the description of the customer registration template.
  Detailed Description	Displays additional information about the customer registration template.

• Template Pages - The Template Pages section lists the template pages, template sections added for a particular template category in a customer registration template. It contains the following columns:

  Column Name	Column Description
  Template Page	Indicates the template page which is added for the template category.
  Template Section	Indicates the template section which is defined for the template page.

• Record Actions - The Record Actions section contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the customer registration template.
  Delete	Used to delete the customer registration template. Note: You can delete a customer registration template when a customer registration is not yet created using the customer registration template.
  Duplicate	Used to create a new customer registration template using an existing customer registration template.

• Record Information - The Record Information section contains the following field:

  Field Name	Field Description
  Business Object	Indicates the business object using which the customer registration template is created in the system. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

By default, the Customer Registration Template zone does not appear in the Customer Registration Template screen. It appears when you click the Broadcast () icon corresponding to the customer registration template in the Search Customer Registration Template zone.

Related Topics