Select Customer

Global Search window -> Driver's License Customer # scan -> Customer Select

The same driver's license can be assigned to multiple customers, to provide the ability to identify a person doing business with your firm on behalf of a company, and also on behalf of himself.
 When the license is scanned on a document and that scan matches multiple customer records, this Select Customer window is provided to allow the operator to select the correct customer record.

When a license or scanned license is deleted, it is only removed from the specified customer record, as it still may be valid for other customer records.

Search Results:
 The matching customer records are listed with the numbers, names, On Account status, and the Driver Name.
 The customer list can be resorted by any column in ascending or descending order, by clicking on the column heading.
 Columns can also be dragged and dropped to reposition them as required.

To select a customer, double click on the customer record, or highlight the record and click the SELECT button.

ACTIONS:
 Additional actions provided by buttons on the Select Customer screen include:

•View Driver's License Image:
 The VIEW SCAN button is only enabled when the ID scan image processing has been activated in the Divisional Contract Parameters, and a scanned image of the driver's license has been generated, as outlined in Driver's License Scan.

To view the associated license image, highlight the record and click the VIEW SCAN button.

Topic Keyword: ARDFSEL3 (4072)