Customers who are using multiple Account Types recently had their Pepperi accounts updated with the latest version of Account Workflows.
Account Types are used for defining multiple sources of inventory, or segmenting which Transactions and Activities are available to certain customers. For details see: Account Types.
If you are using Account Types and don't see Workflows, it means your update is yet to happen (soon).
Those who have already been updated, you'll now see a Workflows tab under Settings -> Accounts -> Account Types.
Account Workflows allow you to create status transitions and trigger actions (just like in Transactions and Activity workflows) such as notification, credit validation, Email, alerts, and more when a new Account (customer) is created by a user.
- Trigger an address verification form to pop up when a user creates a new Account that verifies address fields such as City, State, Street against a predefined list.
- Newly created Accounts can be set to a status that is checked before an order is started, and actions can be taken accordingly, such as blocking/allowing ordering.
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