Customer object
A customer represents a policy holder. Each customer has one policy, which in turn has one or more assets. General- payment methods: a list of payment methods used by this customer.
- invoices: a list of invoices issued to this customer.
- custom fields: a list of product specific attributes. For more details check out custom fields.
Customer statuses
Customer statuses follow policy statuses for the most part.| Status | Allowed Operations | Next Status |
|---|---|---|
CUSTOMER_CREATED | Edit your customer information, and ask for quotes for the customer’s policy. | CUSTOMER_QUOTED |
CUSTOMER_QUOTED | A quote has been chosen for the customer’s policy. You can edit non pricing information. | CUSTOMER_CONFIRMED |
CUSTOMER_CONFIRMED | Your customer’s policy can no longer be modified. You can modify its details through a Mid Term Agreement. | CUSTOMER_SIGNED |