Form
Customer Registration
What this is: The first entry in a customer's history, captured once, at first contact or first purchase.
Used in: Volume 15, Chapter 1: Customer Registration and History
Date registered: ______________________ ยท Registered by: ______________________
| Field | Detail |
|---|---|
| Name | |
| Phone / Email | |
| How they found us | |
| Preferences / notes | |
| Consent to be contacted for order updates? | Yes No |
| Consent to be contacted for marketing? | Yes No |
Warning
Collect only what the business will actually use, see Volume 09, Chapter 6: Data Protection.