Search and Create Tasks from Customer

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Customer >

Search and Create Tasks from Customer

 

When searches are made in Customer, it is possible, based on different attributes, to find stakeholders that has a matching criteria. The different types of stakeholders are Non-customer, User, Orderer, Installer and Subscriber.

Non-customer are people who are non-existing customers that have occurred in previous tasks.

User are other users in the system that can be added to a task.

Orderer and Installer are retrieved from the registers if it exists.

Subscriber are customers that have a customer facility in the application.