Web citizen can update the Lucity Customer module with information about new customers when they enter a request. If properly configured the following functions will occur behind the scenes when a customer enters a request.
If the customer location in the Request has a street name, the system will try to find a matching record in the Customer Address module. If no matching record is found, a new Customer Address record will be created.
If the customer location already exists in the Customer database and the Request includes a Sewer Pipe, Street Segment, or Water Pipe, the system will check to see if the asset IDs in the Request match those in the Customer Address record. If they don't match, the Customer Address record will be updated with the IDs from the Request.
If the Request includes a customer's name and street for the Requestor address, the system will try to find a matching record in the Customer Address module. If no matching record is found, a new one will be created.
If a matching record is found, the 2nd Street Name, Business Name, and Building Type fields in the Customer Address record will be updated with information from the Request.
If there is a Customer Address record, the system will look for an associated Customer Contact record. The contact information will be updated if one is found. If a contact record is not found, one will be created by the system.
How To Enable this Function
In Lucity Desktop go to Work > Administration > Work Options.
At the top switch the drop down to Work Request Number.
On the General Options tab make sure the Update Customers from Requests? option is set to Y.
