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Anonuser1981's avatar
Anonuser1981
Copper Contributor
Mar 11, 2021

Customer repository system

Hi there, 

I am looking for some help with a customer repository system. It is probably something that will need some kind of backend database.

1. What I want to do is allow an end user to create a customer record to kick of workflow. 

2. Once this is created, an email will get sent to me to put in further details about the customer record [Form 1]. 

3. Two separate forms must be completed by two different business areas - for this customer record [Form 2] [Form 3]

4. Only until points 2 and 3 are completed and signed off, this record will be fully complete. 

 

Thank you in advance for your help. Any suggestions would be good to start with and I can decide on a solution. 

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