Customer Details Capture

Scoping Questions

1. What customer fields are mandatory? (name, email, phone, address)
2. What customer fields are optional?
3. Are there different field requirements for different customer types?
4. What data validation rules apply?

How To Guide

How To Guide - CRM Launch at POS

Configuration Examples

POS customer details capture configuration

<retail:customerCaptureTemplate
  xmlns:core="http://www.enactor.com/core"
  xmlns:retail="http://www.enactor.com/retail">
  <retail:templateId>POS_CAPTURE</retail:templateId>
  <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="marketingOptIn" mandatory="true"/>
  </retail:captureFields>
</retail:customerCaptureTemplate>