The branch specific Department record is used when a customer record is being created in my desktop once the system recognises which location the customer record is being created for if a branch specific Department record exists the Department details will then be automatically populated.
Thought should also be given to the philosophy behind default values. If one is present and it is valid on file but not correct in this particular instance, then will the operator be inclined to check and alter it, or just return through it, accepting the default without question. To counter this potential hazard, some system managers set up invalid defaults.
This form is displayed when you select the Branch specific customer default option from the CRM default records menu.
You can return through any fields which should not be defaulted and enter the default data where appropriate, but any information entered will not be validated.
The form and its buttons function as a standard Autoline gedit form. More details on how these work is included in the Introducing the editors link in related topics.
