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Customer Card Feature for ApplicationXtender

Have you ever needed to create a quick new document from a snippet of an existing document? The ECM Toolbox  AX Customer Card solution is the answer! This feature is especially helpful for customers needing to:

  • Verify Signatures
  • Quickly Retrieve:
    • Customer Information
    • Insurance Information
    • Emergency Contacts
  • Other Additional Applications

AX Customer Card is easy to use and has multiple business applications. Simply identify a document in AX and then follow these steps:

  1. Select the document type for the new doc to be created
  2. Select to create the card and choose your custom settings
  3. Lasso the area in which you want to capture for the new document (shown highlighted on document)
  4. Or use the “Location” feature exactly the portion of the document to be captured for the new doc
  5. Save your settings

The new customer card will be created every time the system receives a document of this type!   With CASO AX Customer Card feature, document creation is quicker and easier than ever.   Call us today to learn more!

AX Dynamic Indexes

"CASO has helped us get over the 'change hump.' Not only can we get things done quicker with the electronic workflow implemented by CASO, but we can also now measure productivity for staffing models and customer satisfaction." IT Manager, The Philadelphia Contribution

Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you're looking for? Check out our Resource Center for additional information.

Data Sheet: Guest ViewDownload
Data Sheet: AP WorkflowDownload
Case Study: The Philadelphia ContributionshipDownload

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