9 Customer Validation

Overview

Whenever a new Customer is added or updated, the Customer information (first name, last name, prefix, suffix, gender, address, postal code, email address and phone number) is validated. If any of the information provided does not meet the criteria of the Customer Engagement application, the Customer, address, phone, or email address is marked as invalid and a validation error is recorded. This does not affect how the information is saved or used; it just means the information did not meet the criteria.

Note:

The Customer validation process is determined by configuration, including whether or not validation is performed. Refer to the Customer Engagement Cloud Services Implementation Guide for more information, or contact your Project Manager.

Rules for Entering Customer Information

Follow these rules to ensure that the customer information entered is valid:

• Names - The first letter of each name, if applicable, is capitalized.

• Prefix (Salutation) - The user can enter anything for a prefix.

• Suffix - The user can enter anything for a suffix.

• Gender - When adding a new customer, select Male or Female from the list.

• Address - Address lines can be left blank.

• Postal Code - The user can enter anything for a postal code.

• Email Address - The system looks for an @ symbol in the email address. If found, the system verifies that the email address is in the proper format: [e-mail]. If the email address is in the wrong format, the email address is marked as invalid and a validation error is generated.

• Phone - The application looks for and removes any non-numeric character except for E, e, X, x, T, or t. Any leading 1 (one) characters are removed.