Documentation Index

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Enable Starting Blocks

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There are two settings for enabling this functionality – one in Orders and one in Customer Care. The setting in Orders is required to enable this functionality. The setting in Customer Care is only needed if you want to use this functionality in Customer Care.

  • Enabling Starting Blocks in Orders

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    • When disabled (default), there is no change to the current user experience in Orders and Customer Care. Also starting blocks cannot be configured in Product Catalog.

    • When enabled, the Product Catalog supports starting block configuration. Also the NEW (+) button in Orders is relabeled as START > and clicking it displays a dialog for selecting a starting block as a means to start a sale/order. Also, starting block functionality is supported in Customer Care if the corresponding setting is enabled there as well.

  • Enabling Starting Blocks in Customer Care

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    • When disabled (default), starting block functionality and sale transactions are not supported in Customer Care. In this case you can enable the functionality in Product Catalog and Orders using the Orders setting and leave it disabled in Customer Care.

    • When enabled a Start Transaction button is provided on the Account Summary page (all views) to initiate account-level transactions. A button is also provided on Services and Features page when a service is selected to support service-level transactions. In both cases, clicking Start Transactions displays the dialog for selecting a starting block.