Allow Ad hoc Customers in your template

This facility means that on-site workers can undertake work for customers that are not on their customer list. This is often when work is undertaken as a one-off procedure and it is inefficient to store all the customer's names once the work is complete.

Effectively a 'dummy' customer is created that can be selected on the device, and this will prompt the user to enter required details such as name, location, contact details, etc.

Display the Customer list by selecting Customers from the Setup/Maintenance menu.
Click on the customer that you wish to set up as a 'dummy'.
Click on the customer name to open the details box. If an asterisk (*) is used, this name will appear at the top of the list on the device. Alternatively, use 'zz' to position at the bottom.
Click on the Advanced tab.
Click on the tickbox next to Holding account for new customers.
Click Save.
Display the Template list (Setup/Maintenance menu/Maintain Templates) and select your template.
Select (or create then select) a section within your template to collect Adhoc customer information. Items in this section are likely to be text boxes for entering customer name, location, contact details, etc.
Select the Display conditions (advanced) tab.
Type (or cut and paste) customerAttribute;adHocCustomer;equals;yes into the first of the text boxes.
Click Save.