Customer Master Management Flow

The Customer Master Management Flow functionality lets you create/modify customers based on form submissions. A customer will be created/modified automatically with the inputs entered in the form fields. Here, you can define the form fields to be considered for creating a customer and auto mapping criteria for the newly created customers. Additionally, you can also define a set of rules to create a customer. To use this functionality, you need to make sure that an approval process must be configured to the form.

You need to fill out a form and submit it for approval. The customer will be created automatically once the submitted form gets approved by the concerned manager. The created customer will be automatically mapped to the employees who filled and approved the form based on the configuration you defined.