Mobile Customer Entry Screen
We recently rolled out our great new Customer Entry screen making it easier than ever to enter a new Customer and cut down on duplicates. Now we’ve got a Customer Entry screen on Mobile, too!
Now, any time you add a customer, ProMax Mobile will first take you to the Customer Entry screen. On this screen, you can enter as many pieces of information as you have and click on "Check For Duplicates":
ProMax Mobile searches by exact First Name-Last Name combo, then each of the unique data fields (Social Security Number, Driver's License Number, and Email Address), and Phone looking for matches.
If all of the unique data on the customer (Social Security Number, Driver's License Number, and Email Address) matches exactly, you will proceed to the requested screen with this (existing) customer.
If no matching records are found, a new customer is created for you.
If one or more records are found with some matching information, we display the matching records in order most likely match and highlight the matching information. From here you can select one of the matches, Merge Customers, or Create New Customer before going further.