The Spouse/Partner field on the General tab of the customer record allows you to link two customer records so you can track, and market to them, as a couple. Although linked, The Edge still maintains a separate record for each customer.
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When selecting the customer at POS, the Results option defines whether you want to select them individually or as a couple.
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When looking up a customer individually you have the option to switch to their spouse at POS by clicking Notes/Edit and using the Switch to Spouse button in the lower left of the customer record.
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The System Option labeled Show Only Selected Customer's Services controls how layaways, special orders, repairs, custom jobs, and memos will appear in the Payment and Pick Up screens.
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True
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Only display this customer's available service transactions for payment and/or pick up
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False
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(Default) Display customer & spouse/partner's available service transactions for payment and/or pick up
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The System Option controls the default setting but can still be changed live at POS. The Pick Up and Payment screens contain a radio button in the top right that controls whether to show available transactions for just this customer, or for the customer and their spouse/partner.
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