Complimenting the Customer basic entity in RPM into a process offers many benefits. By creating a customer process you can use it as central hub for all customer information summing up order data, locations, and much more.

With a central hub for your customers your team can manage customers by creating actions directly on certain customers vs a specific order or opportunity. As well as provide your customers the ability to login to your RPM and view all relevant data under their profile. 

Of course the downside of the having the customers live in a process would normally be that the customers created from your commission imports would not automatically be created as a customer form. It would also not automatically sync any updates made on the customer to the corresponding form in the customer process. 

However, to address this we've created an API integration called, Workflow Extender V2. The integration can sync the customer commissions page with the customers process giving you the benefits of being able to manage customers in either pages and the benefits of both.


$15 per month.

Enhancements Required

Workflow Extender V2