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.

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

Updated on: 02/04/2026