CustomerProfile Forms show CustomerId for display instead of FullName in CI-D
I'm editing the main CustomerProfile form (from CI-D). The header always shows the CustomerID Guid instead of something meaningful like FullName. How to change this.
Documentations and articles' description should be clearer.
Scenario:
There is a scenario involving the use of Forms and Business Rules. From a Forms perspective, the Deactivate button places a form into an Inactive (read‑only) state. However, there is a Business Rule configured with logic that u...
Customizable Layout & Activity Names in Customer Profile
Add the ability to customize the layout of the Customer Profile page (move sections like Activity Timeline and Info) and let users rename activities name, currently it shows only source table names!
北京代办招商银行流水＆微{Q}181286291＆
北京代做招商银行工资流水＆微{Q}181286291＆存款证明，其包括中国工商银行、中国建设银行、中国银行、中国农业银行、兴业银行，民生银行、交通银行、浦发银行，农商银行等等＝＝
有效流水又大约分为以下三种类型：
一、工资流水
工资流水时属于银行完全认可的个人收入证明，它是扣除了社保、公积金后的收入，体现了本人工作的稳定性和保障性。
二、转账流水
通过网络或网银转账...
Segment Membership in Customer Profile
I'd like to be able to see what segments a specific customer belongs to without having to find it within the given attributes/activities. This would make the customer profile more useful and easier to analyze in a short time.
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Some companies are reluctant to display all of their customer information on the screen.
This is because there is a risk that customer information such as credit card numbers, resident registration numbers, and mobile phone numbers may be leaked.
Some of the D...
Customer Profile entity and nested attributes
The use case:
Customer 1234 with Policy 89 and Policy 65, purchases a new Policy 23. Add this customer to a 'existing customer purchased new policy' segment and send to communication platform. Must have Customer Profile attributes and Policy 23 attributes sent for personalisat...
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Currently, there is no way to re-organize the KPIs on the Customer's profile.
The most recently created measure goes to the top, leaving others in most cases more valuable ones floating at the bottom of the page.
It would be nice to have an opportunity to at least sort them by name...
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It would be fantastic if we could search for the default business postcode on the all customer table. This would make it so much easier if you have a company that trades under a different name than the legal name.
Run Match and all downstream processes
On Merge there's the option to run the single process or include all downstream processes.
Why not offer these options on Match as well?!
After a failed scheduled refresh due to expired credentials I just needed to refresh a few data sources manually.
Next step wa...