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Get Customer Information node extended to include Portal Access detials


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Can the BPM Node 'Get Request Information' > ' Get Customer Information' extended to node extended to include Portal Access details as below.

  • Login ID
  • Date/Time of last login
  • Customer Portal Status  - Approved/Suspended
  • Service Portal Status - Approved/Suspended

We want to be able to identify in the BPM if the customer contact is already set for the customer portal, if not we will then raise a linked Service Request to set them up. If they are  we would then send them a reminder email if they have not logged in for a certain amount of time.

The idea is to try an encourage our customers from the habit of emailing us to log or updates requests and promote the use of the customer portal.

Cheers

Martyn

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