Request Form - Customer

The Customer form is where you identify the organization(s) participating in the visit. There are up to three ways to add a customer:

Adding a Customer

1. [Select an Account] - This button allows you to choose a customer that you have used in the past.
2. [New Account] - This button allows you to set up a customer for the first time. Note: when setting up a new customer, The Engagement Hub will try to match the customer name against all known customers. If a partial match occurs, you will be presented with a list of potential matches to choose from. If you choose a potential match, The Engagement Hub will fill in the rest of the customer form.
3. [Add From CRM] - This button only appears if it has been configured to access your CRM system. It will access your CRM and allow you to choose customers from that system.

If more than one customer is associated with this visit, they all will be shown in gray panels. These gray panels are collapsible detail forms for the customer. Click on a gray panel to expand the detail form.

Working with a Customer

Opening a customer detail panel will show the customer information as well as option buttons.

1. Upload Logo Button - Upload a customer logo from your device.
2. Edit Button - Open the customer detail form for editing.
3. Delete Button - Remove this customer from this visit. Note: this will not remove the customer from The Engagement Hub, just from this visit.