How Customer Contacts Are Created

You can add a Customer Contact at any time using either of the following methods:

In addition to manually adding customer contacts, your implementation team can set up plug-in algorithms that create customer contacts when certain events transpire. For example, you can use a form rule to create a customer contact when a form enters a given state. Because the number and type of plug-ins can be customized for your implementation, we cannot provide a concise list of all such algorithms.