Citizen Portal can add information to the Lucity Customer module when a new customer enters a Request. If Citizen Portal is properly configured, the following functions will occur behind the scenes:
If the customer location in the Request includes a Street Name, the system searches for a matching record in the Customer Address module. If a match is not found, the system creates a new Customer Address record.
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 whether 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 in the requestor's address, 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 a matching record is found, the Address 2, Business Name, and Building Type fields in the Customer Address record will be updated with information from the Request.
If there is a matching Customer Address record, the system will look for an associated Customer Contact record. If one is found, the Contact data will be updated with any new information. If a Contact record is not found, the system will create a new Customer Contact record.
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.
Open the Lucity Administration Tool.
Under System > Settings > Website tab, make sure the Add new addresses from Citizen Web App to Customers if the Work Option "Update Customers from Requests?" is Yes option is set to TRUE.
