Hello,
As you can see in this screenshot that I could save the customers name , phone number and all their details .So while I proceed with Customers details and click on Save Reservation, I would like to have the data of the customers to also be saved on to my Customer Entity as well. It would really be helpful if someone could help me with scenario
Thank you
Do you know what your primary field is for Customers? (Look at Manage → Entity Types → Customers )
It does not have to be the same as the above screen shot, I just need to know what you are using for a primary field.
Great! You are using a phone number. That makes things easier.
Do you just want to add a customer to the customer entities (if it does not exist) when you press Save Reservation?
Is there anything else you would like to have it do?
yes . so here is the scenario , when a customer books for an reservation ,while I click on Save Reservation i need their datas to be saved to our Customer Entity that i had shown.
To do this we will need to create 1 new Action, modify 1 rule and add 1 more rule.
| Action Name: | Create Customer & Name |
| Action Type: | Create Entity |
| Entity Type Name: | Customers |
| Entity Name: | [:Customer Phone] |
| Custom Fields: | Name=[:Name] |
| Create Account: | False |
We are using this action to create a new customer. If we needed to update an existing customer, we would use the action Update Entity Data. Create Account is relating to finance or charging to a customers account.
| Rename Rule Name: | RZV Handle Save Reservation (Add) - Existing Customer | |
| - Add Custom Constraint | ||
| New Constraint: | ||
{REPORT ENTITY DETAILS:E.Name:E.Name="{LOCAL SETTING:RsPhone}"} |
Is Not Null | (blank) |
- Save the rule.
We are using the new constraint to check if the customer exists. If there is a customer found this rule will fire. Saving the Reservation.
Next we will create a new rule that will check and save a new customer.
| Newly Added Action: | Create Customer & Name |
|---|---|
| Customer Phone: | {LOCAL SETTING:RsPhone} |
| Name: | {LOCAL SETTING:RsName} |
Save rule.
We changed the last constraint to check if there is no customer then this rule will fire. We added the new action to create a new customer using the information on the reservation screen.
sorry , even after saving reservation the customers name & phone where not saved in the Customer Entity
After updating (RZV Handle Save Reservation (Add) - Existing Customer creating) rule I was not able to save the reservation
After cloning the first rule while i checked i get this error message as well
below i will be adding the changes that where made
What is this?
This will only save the customer when entering a new reservation. If you have an existing reservation, it will not save the customer information. You will have to enter the information by hand.
Can you show all the actions for the rule you posted (_RZV Handle Save Reservation (Add)- Create New Customer). And expand the first action (Create Customer & Name).
Go to Manage → Reports → Reports → Add Report
Enter this report into the Template then click “Preview”
{REPORT OPEN TASK DETAILS:T.Id.asc,T.Identifier:(TST=Reservation)}
Take a screen shot of the report preview and post it here.
just after updating both the rules I received this error message
