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# Customer Validation


### Customer Validation
Customer validation ensures that all newly created customers are reviewed and approved before becoming active in the system. This helps maintain data accuracy and control.

### Lifecycle Status Configuration
Lifecycle statuses are configured under FP Direct Lifecycle Rules in the Client Settings > Add-ons page. Once enabled, a Status column will appear in the customer list, displaying the customer lifecycle status defined.
* **Pending**
* **Approved**
* **Rejected**
### Customer Creation Behavior
Per statuses defined this are some of the customers behavior
* Customers created via **mobile** are automatically assigned a **Pending** status.
* Customers created via the **web** are automatically **Approved**.
* Web users receive notifications when new customers are submitted from mobile via email.
| Mobile users cannot start visits for customers with a Pending status.
### Approval & Rejection Process
Once customers are created by mobile users on the mobile app they are sent to the customer page on Webapp
Managers can review pending customers from the Webapp and take action:
* **Approve** to activate the customer
* **Reject** to decline the entry
When rejecting a customer:
* A modal appears allowing an **optional rejection reason** (up to 100 characters)

### Viewing Rejection Reasons
Rejected customers display an **info icon**. Hovering over it reveals the rejection reason in a tooltip.

### Bulk Actions
Managers can process multiple customers at once by:
* Using **multi-selection** in the list
* Uploading a **Bulk CSV file** for approvals or rejections


### Filtering Customers
Customer lists can be filtered by lifecycle status:
* Pending
* Approved
* Rejected
Multiple statuses can be selected simultaneously for easier management