Create or update person (next generation wizard)

(TP45974 2022.4902)

This wizard provides a simple and safe way to create a person, making it possible for the system administrator to add instructions to each step.

Configuration that change the behavior of the wizard

• The wizard is enabled on role

• If customer types are configured, they are used in the wizard. If the customer types have a age ranges and are configured to be applied automatically, they are set by default on matching age.

• Manually created fields (BRP Configuration > Persons > Manually created fields) that have the property “Use in new person wizard” set will be in the “Personal details step”

Message templates (used for instructions)

• “Wizard - Create or update person - Step 1 Identification“

• “Wizard - Create or update person - Step 2 Register new customer”

• “Wizard - Create or update person - Step 3 Personal details”

• “Wizard - Create or update person - Step 4 Additional information”

• “Wizard - Create or update person - Step 5 Completion”

Templates can be found in the “Wizards” category in Configuration > Settings > Messages

Some HTML tags can be used in the message templates

• 
  for a new line

• for an unordered list item (bullet without number)
  • for an ordered list item (bullet with number)

  Launching the wizard

  

  Steps in the Wizard

  1 - Identification

  In this step, unique fields are used to verify that the person is not a duplicate. If the person is already in the system based on one of these fields, the user can proceed with the existing person.

  • Personal number (Sweden only)

  • Email address

  • Mobile phone number

  2 - Register new customer

  Select customer type

  3 - Personal details

  Enter required and optional information, including manually created fields

  4 - Additional information

  Photo and card number

  5 - Completion

  Confirm the information before finalizing.