Create a History for Customers

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.

Select Maintain Templates from the Setup/Maintenance menu.
Click on the template that you wish to use to create a history entry.
Scroll to the Actions to take section (usually at the bottom).
Click on Add Action ... beneath When a report is received from the device (although it can be attached from other areas instead).
Select Update location attribute from the menu that appears.
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.