Auto completeing fields

Re: Auto completeing fields

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David wrote:

> How do I fix auto completing fields that that fill in the wrong information.
> For example
> When you create a new customer and put in their zip code 2 things could
> happen.
> 1. If this is the first time the system has seen this zip code it will do
> nothing.
> 2. If this zip code has been used before it will auto fill in the city
> state and area codes that were used on the first customer that had that zip
> code.
>
> The problem is if the first customer had something wierd like an out of
> state zip code than every time you add a new customer in that zip code you
> will have to edit the area code.

If you fix the first customer's account, it will work for future ones.

> Second Example.
> The Usage fields. The documentation says that the usage fields are
> completed by using the numbers from the numbers from the first billing cycle
> item added. I do not find this to be true. Rather that as soon as a
> customer is created. (the username , password, account type, and offer
> code(if used) have been entered ) the usage fields have already been filled
> in and must be edited manually.
>
> How do i fix/change that?

There are default values (defined under the usage preferences). If you have
usage products setup for the billing cycle item you are adding to the
customer (under the Edit Products section), then you can choose to use those
ones instead. You need to make sure that you have the excess usage products
defined within that billing cycle product (under Edit Products) and that you
have the "Auto Set Usage Products At Account Creation" setting set to 'Yes'
under the usage preferences.

- Shawn

----------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696

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