Customer Information Updated Solution – Example

When you configure the Customer Real-Time Client API solution, a link to the Customer Business Entity is created. This allows information sent from the organization to populate the Customer Business Entity.

To use the Customer Information Updated predefined library:

1.

Follow the instructions in Designing Real-Time Client API Solutions in Real-Time Designer; In Step 7, select Customer Information Updated.

2.

In the new event, from the Properties tab, select Insert Instruction.

3.

From the Insert Instruction drop-down menu, select Assignment. The Assign link appears.

4.

From the Assign link, select the <Select Object...> link.

5.

From the drop-down menu, double-click Business Entities. The standard Assignment window displays Customer.

6.

Select Customer. The Force Select (do not drill in) checkbox appears.

7.

Select the Force Select (do not drill in) checkbox. The <Select Object...> link turns into a Customer link.

8.

Select the <Enter Value...> link.

9.

From the drop-down menu, double-click Parameters. The standard Assignment window displays Customer.

10.

Select Customer. The Force Select (do not drill in) checkbox appears.

11.

Select the Force Select (do not drill in) checkbox. The <Select Object...> link turns into a Customer link.