📚The Customers Data Table
The "Customers" Data Table
The Customers table is a built-in data table created when the organization is created. This table is used for storing the organization's customers.
Customer Self-Authentication
The Customers table provides additional settings to control if and how customers can identify themselves on Kioksk and Portals.
The options are:
None: self-authentication is not supported.
Field Validation: The customer must enter the selected key field value and the value of another field stored on the record. The customer is authenticated if the validation value matches the value on record. When selecting this option, you must specify the key and validation fields.
One-Time Password (OTP): The customer is required to enter the selected key field. The system will send an OTP to the customer's contact phone number and ask the customer to provide the password. The customer is authenticated if he provides the correct password. When you select this option, you must specify the key field to use. To use this option, the customer must have a mobile phone number stored in the Contact Phone Number field, and the organization must have a positive SMS balance.
Check the "Requires Customer ID" box in the service settings to require customer identification for a specific service.
Data Table Webhook
The data table's "Query and sync remote data" webhook is used for integrating with 3rd party and legacy systems. When enabled, when a user searches for a data record, Cubu will call the webhook, fetch records from the remote system, and create or update a data record in Cubu's database.
To learn how to configure this advanced scenario, check out the Technical Guide:
See Also
⚒️Managing Data Tables⚒️Managing Fields⚒️Walk-in Services Settings⚒️Appointment-based Services SettingsLast updated