Customer Details Capture

Scoping Questions

1. What customer details are mandatory?
2. What customer details are optional?
3. What address formats are required?
4. Are data protection consent fields needed?

How To Guide

How To Guide - CRM Launch POS

Configuration Examples

Customer details capture configuration

<retail:customerCaptureTemplate
  xmlns:core="http://www.enactor.com/core"
  xmlns:retail="http://www.enactor.com/retail">
  <retail:templateId>POS_CUSTOMER_CAPTURE</retail:templateId>
  <retail:descriptions>
    <core:string language="en" country="GB">POS Customer Capture</core:string>
  </retail:descriptions>
  <retail:captureFields>
    <retail:field name="firstName" mandatory="true"/>
    <retail:field name="lastName" mandatory="true"/>
    <retail:field name="emailAddress" mandatory="false"/>
    <retail:field name="mobileNumber" mandatory="false"/>
    <retail:field name="postCode" mandatory="true"/>
    <retail:field name="marketingOptIn" mandatory="true"/>
  </retail:captureFields>
</retail:customerCaptureTemplate>