10.0en:WebView expand consumer selection

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Expand selection
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Expand Consumer selection

Steps

1. Click the 'Expand selection' tab.
2. Click the 'Consumer' subtab.

   

   A list of consumer types appears.

   An example of a consumer type is 'Permanent Platinum'.

3. Click a consumer type to see its corresponding consumers appear on the right.

   

   In the figure the consumer type 'Permanent Platinum' was selected and its corresponding consumers Ronald and Zoe appear on the right.

   You can also select several consumer types at once.

   In the figure the consumer types 'Incidental Diamond' and 'Permanent Platinum' have been selected.

   

4. Tick the boxes of the consumers you wish to add to the selection.

   In de figure the consumers David and Ronald are ticked.

   

   Tip: Tick the box at the top left (next to Consumer) in order to tick all the consumers of the consumer type.

5. Click the 'Save to basket' button.

   

   The system springs to the 'My selection' tab, 'Consumer' subtab and the selected consumers have been added.

   

   See also: Device selection.

Search

If the list of consumer types is very long use the Search button to find consumers.

• Enter the text of you are looking for in the Search field.
• Click the Search button

The consumers appear on the right (if found).

In the figure the search string is Brown and the consumer containing this string appears in the table titled 'search results: Brown', on the right.

Tip: If you click the Search button with an empty search field then you will get all consumers (of all consumer types)

Create a Consumer

Should you miss a consumer you can click the 'Create Consumer' button.

See also: Create Consumer. This button is only visible if you have administrator authorisation.

Tip: Only consumers in the 'Resource group' list of the corresponding 'User group' are visible in 'Expand selection'.

So before attempting to create a new consumer first check whether it exists in the Consumer resources.

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