New Customer Onboarding (NCO)

Features added to NCO

The following features have been added to New Customer Onboarding (NCO).

Customer Requirement Sub-Navigation in New Customer Detail Page

Users can now find the Customer Requirement sub-navigation within the Job Options section on the new customer detail page, just as it appears in the Customer detail page. This enhancement enables you to update requirements directly at the New Customer stage, streamlining the onboarding process and ensuring consistency in managing customer needs from the outset.

Customer Adjustment Sub-Navigation in New Customer Detail Page

Now, users can access the Customer Adjustment sub-navigation directly within the Job Options navigation on the new customer detail page, mirroring its presence on the Customer entity detail page. This addition allows you to manage adjustments seamlessly during the New Customer stage itself, providing a consistent experience across customer management workflows and ensuring easy access to necessary adjustments right from the start.