There are two ways to identify existing customers: 1) auto-search and 2) the Customer Lookup function.
Auto-search is an option that automatically displays matching datafrom Lucity's Customer modules as the user types in certain fields on the Request form. To use this feature, an agency must enable the Search for Customers by ... options in the Settings > Work Options > Requests section of the Lucity Admin Portal. The function will be enabled for each field for which the option is enabled.
Customer Lookup is a tool that users employ manually. After typing customer information (e.g., full or partial name, street name or phone number) in the appropriate Request field, the user clicks the button at the end of the field and selects Customer Lookup. The system looks for matching data in Lucity's Customer modules.
Type the given information into the Loc Address and Loc Street Name fields.
Click the at the end of the field and select Customer Lookup. The following pop-up appears:
Choose a Customer record from the list and click Select. The system copies any applicable customer information to the Customer fields on the Request form.
button at the end of the field and selects Customer Lookup. The system looks for matching data in Lucity's Customer modules.
How to look up a Customer using partial Customer data