Instructions
BOLD – operator must read as stated in full
Italics BOLD - operator must include but can be reworded
Non-bold, non-italic – instructions for the operator

Step {{ x.SectionOrder }} {{ x.SectionTitle }}

Copyright © Aquarium Software Ltd.,

Script List

Please choose a script from the list below:
Script ID Script Link
{{ x.ScriptID }} {{ x.ScriptName }}
{{currentPage+1}}/{{numberOfPages()}}

Select customer from list

Customer ID Fullname Email
{{ x.CustomerID }} {{ x.Fullname }} {{ x.EmailAddress }}

Search for a customer

Search for a customer using either a phonenumber, name or email address:
Search for a customer using either a customer, lead, matter or case identity:
Search for a customer using either a Lead or Matter reference:
Customer ID Fullname Email Postcode Date Of Birth
{{ x.CustomerID }} {{ x.Fullname }} {{ x.EmailAddress }} {{ x.Postcode }} {{ x.DateOfBirth }}

Address lookup:

Please enter the building number and postcode and click search:

Building number Postcode

Please select the correct address from below:

Address1 Address2 Town County Postcode Select
{{address.Address1}} {{address.Address2}} {{address.Town}} {{address.County}} {{address.Postcode}} Select

Disabled

This script ({{Script.ScriptName}}) has been disabled by {{Script.ModifierFirstName + ' ' + Script.ModifierLastName}} on the {{Script.WhenModifiedView}} and can longer be accessed.


It was copied on the {{childScript.WhenCreatedView}} by {{childScript.CreatorFirstName + " " + childScript.CreatorLastName}} to this script: {{childScript.ScriptName}} which is available.