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Customer object

A customer represents a policy holder. The relationship between customers and policies is many-to-many: a customer can be on several policies, and a policy can have several customers, each with a business role. General
  • payment methods: a list of payment methods used by this customer.
  • invoices: a list of invoices issued to this customer.
Product specific information
  • custom fields: a list of product specific attributes. For more details check out custom fields.

Customer statuses

A customer has a simple two-status lifecycle.