We are introducing a series of enhancements to improve customer interactions in Box Office.

NOTE - Customer read permissions are required at a minimum for customer selection.

After selecting Customers in the left side navigation menu and selecting a customer, when opening the customer menu on the top right, a new option, 'New transaction' is available. Selecting this will take the user to the Box Office page with that customer pre-selected for the transaction,

When selecting Box Office in the left side navigation menu, the 'Settings' option in the top right has been updated, and a new Add Customer option has been added:

The updated 'Settings' button will now show the selected purchase flow (when applicable), and channel:

Clicking this button with display the purchase flow and channel selection pop-up as normal, where new options can be selected:

The new Add Customer button can be used by Box Office user optionally. This enables the Box Office user to pre-select the customer for the transaction:

Clicking this will open a Select/Add New Customer drawer. From here, an existing customer can be selected, or a new customer created. By enabling customer identification early in the Box Office transaction flow, any pricing or availability limitations configured on an event based on customer tags, can be validated:

Once the customer details are added, or a customer is selected, clicking Apply at the bottom of the screen will add the customer to the transaction:

Once a customer is selected, they can be removed by clicking on the Customer button and clicking Remove customer at the bottom of the screen:

The buttons remain fixed to the top right of the screen through the transaction flow so that updates can happen at any time. The Select Customer screen will reflect the customer selection:

NOTE - These steps are optional. If a customer is not selected using the Add customer button, the ability to add the customer in the transaction flow remains available.

While customer selection in the transaction flow remains available, we have enhanced this to support address and phone number selection, when present in the customer details.

Once the customer has been selected, new selection boxes are available to add these contact details that are stored with the customer. The option to add an address or phone number remains: