Customer
A place your field teams visit and report against - a dealer, an outlet, a site, a borrower. Customers carry an address and a location, so a visit can be verified against where it was supposed to happen.
Stored in the CUSTOMER layer.
Fields
| Field | Required | What it is |
|---|---|---|
customer_full_name | Yes | Full name of the customer |
customer_phone_number | 8-12 digits | |
customer_email | Valid email format | |
customer_category | Category the customer belongs to | |
customer_is_active | true = active, false = inactive | |
customer_address | Yes | Full postal address |
customer_postal_code | Yes | Must be an existing pincode in the platform |
customer_administrative_1 | Yes | State. Must be an existing administrative area |
customer_administrative_2 | Yes | District. Must be an existing administrative area |
customer_administrative_3 | Yes | Tehsil. Must be an existing administrative area |
customer_location | Yes | GeoJSON Point (WGS84) |
customer_boundary | GeoJSON Polygon (WGS84). Used to check whether a visit happened inside the customer's area | |
customer_assignee | Yes | employee_guid of the employee who owns this customer (not the username) |
customer_assigned_organization | Used for data-permission hierarchy | |
customer_assigned_team | Used for data-permission hierarchy | |
customer_last_visit | Last visit date, maintained from journey plans | |
customer_guid | Assigned by the platform on create |
