Customer Creation Control

❓ Overview

The Customer Creation Control module enables blocking the ability to directly create customer records in the system. When the feature is enabled, customers can only be created through the contacts module, ensuring process unification and data completeness.

⚙️ Setup

  1. Open the ⚙️ N24C - Core Extension Setup page.
  2. In the General section, find the Block Direct Customer Creation field.
  3. Select the checkbox to enable the direct customer creation blocking feature.

🔍 How to Use

Creating a customer through the contacts module

When the feature is enabled, the only way to create a new customer is:

  1. Open the Contacts list or Contact Card.
  2. Create a new contact or select an existing contact of type Company or Person.
  3. Use the Create as Customer action to convert the contact to a customer.

Attempting to create a customer directly

If a user tries to create a customer directly from the customer list or other functionality, the system will display an error message:

You cannot create a customer directly. Customers can only be created through the Contact module.

To create a customer:

  1. Open the Contact List or Contact Card.
  2. Create or select a contact of type Company/Person.
  3. Use the "Create as Customer" action to convert the contact to a customer.

📘 Examples and Scenarios

Scenario: New customer — correct process through contacts

Need: A company acquires a new client. A sales representative wants to create a customer card, but the system requires going through the contacts module.

Steps:

  1. Open Contacts List and create a new contact of type Company.
  2. Fill in the data: company name, country, VAT ID, address, contact person.
  3. On the contact card, click the Create as Customer action.
  4. The system creates a customer card with data from the contact.

Result: The customer exists in the system with complete contact data. The contact–customer link is automatically created, ensuring data consistency between CRM and sales.

Scenario: Attempted process bypass — system blocks

Need: A new sales department employee tries to quickly add a customer directly from the customer list, not knowing the required procedure.

What happens:

  1. The employee opens the Customer List and clicks New.
  2. The system displays an error message explaining that customers can only be created through the contacts module.
  3. The message includes step-by-step instructions on how to properly create a customer.

Result: The employee learns the correct procedure. Customer data always goes through the contacts module, guaranteeing information completeness and proper system linkages.

Tip

This module is especially useful in companies with compliance requirements, where every contractor must go through verification (e.g., VAT check, sanctions list) before a customer card is created.