You can easily fill in the application form for a customer, there is a search function that will fill in all the information from the customers profile. Remember that a course application can never be paid from an administrator account.
- Go to "Training planner" > Courses > Click the application form link for the course the customer wants to apply for
- In the field for "Given name" you can enter both the first and last name of the customer, this field has a search function that will check you customer registry. When you choose one of the suggested customers, their profile information will be filled into the form
- Fill out the rest of the form, at least the ones that are mandatory
- Click "Save" at the bottom of the form and "Save and send confirmation" if you also want to send a confirmation e-mail to the customer