The customer information that a user enters into a Request form can be used to keep the Customer Contact and Customer Address modules up to date. Agencies find this feature useful for maintaining database accuracy and integrity.
When a user enters customer information and Lucity cannot find matching data in the Customer module, the system creates a new Customer Contact or Address record using the Request form data.
Enter any available customer data in the Request (e.g., name, address, phone number, etc.).
Save the Request. If the address you entered does not match any existing records, a prompt will appear informing you that the address does not exist in the Customer Address module.
Click Yes. The program automatically adds any missing addresses and corresponding contact information into the Customer Address and Customer Contact modules and links the records together.
Note: In order to update the Customer Address module, the Street Name must be valid.
How to update a Customer record from a Request