Create and Maintain Customer

Scoping Questions

1. Is back office customer record creation required?
2. Is customer record maintenance required?
3. What user roles can manage customer data?

How To Guide

How To Guide - CRM Launch POS

Configuration Examples

Customer entity definition

<retail:customer
  xmlns:core="http://www.enactor.com/core"
  xmlns:retail="http://www.enactor.com/retail">
  <retail:customerId>CUST_000001</retail:customerId>
  <retail:customerTypeId>INDIVIDUAL</retail:customerTypeId>
  <retail:title>Mr</retail:title>
  <retail:firstName>John</retail:firstName>
  <retail:lastName>Smith</retail:lastName>
  <retail:emailAddress>john.smith@example.com</retail:emailAddress>
  <retail:mobileNumber>+447700900000</retail:mobileNumber>
  <retail:marketingOptIn>true</retail:marketingOptIn>
  <retail:loyaltyCardNumber>LOY000001</retail:loyaltyCardNumber>
</retail:customer>