Any way to associate user data with a customer or organization

[Jack Brickey]

Any creative ideas on this use case...

When new customers are added we need to have them sign an agreement. Subsequent requests from the customer will allow the agent to bypass this step. Ideally, this "property" could be done at the Organization level since the agreement is really at the organization level, i.e. all customers are covered under the one agreement.

Having answered similar questions others have had regarding "customer profiles", I fear the answer is "you can't get there from here". However, there are a lot of creative folks out there so hoping to get some thoughts.

Cheers!

[Mike Bowen]

@Jack Brickey 

Are you asking how you could bypass the process for subsequent requests after the agreement has been signed? 

What do you mean by Property ?

[Jack Brickey]

Hi Mike, not exactly. It is more like this:

• New Customer request comes in
• Agent, recognizing they are new, sends a copy of the rental agreement to them (status = Waiting customer)
• Agent receives signed agreement and <here is the magic> records the fact that the customer has a signed agreement associated w/ their profile/name/acct

Now if we could somehow then assess the 'customer-agreement-status' when new requests come in we can get smart w/ the workflow. That is:

• request comes in and I use Automation for Jira to transition the issue from say Waiting support to Agreement needed based upon the 'customer-agreement-status'. Further I could use A4J to also send the reply to the customer w/ an attached agreement to be signed and upon receiving the agreement the issue would return to Waiting support.

The implementation details ultimately would depend on the available solution(s).

Ultimately the "property" needs to be associated with the Customer or Organization.

For further clarity of what I mean by property consider the following hypothetical examples of customer/org properties:

• Active Signed Agreement - my specific scenario here
• Active Support - they have not lapsed in their payments for support
• Contact info - text field for phone, address, etc.

The reason I didn't start with this info is that I didn't want to steer the thought process there out of the gate as I know where the answer leads. :-(

[Mike Bowen]

Hi @Jack Brickey 

I think I understand or maybe I dont. 

I'll try and replicate it when I get a chance, but this is what I was thinking, although thinking and reality are completely different as you know. 

-Mike

[Jack Brickey]

Hi Mike, trying to wrap my head around how A4J can check for signed agreement. I can play around with this to see if something is obvious but do you have any thoughts/experience?

[Mike Bowen]

Hi @Jack Brickey 

Yes, it is not as easy as the logic suggests.

I gave my logic a tryout, and A4J doesn't seem to support conditions across projects, although does support multiple projects. I really thought it would, or perhaps my LITE version doesn't. 

-Mike