Any way to associate user data with a customer or organization

Question

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 · Answer

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

Jack Brickey · Answer

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 · Answer

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