Customer Object
An object containing comprehensive information about a customer, including personal details, contact information, and various associated metadata.
Table of Customer Object
Value Name | Description | Value Type |
---|---|---|
company_id | The identifier for the company associated with the customer. | integer |
office_id | The identifier for the office handling this customer. | integer |
creator_id | The identifier for the user who created the customer record. | integer |
agent_id | The identifier for the agent assigned to the customer. | integer |
setter_id | The identifier for the setter assigned to the customer. | integer |
first_name | The first name of the customer. | string |
last_name | The last name of the customer. | string |
email | The primary email address of the customer. | string |
mobile | The primary mobile number of the customer. | string |
secondary_first_name | The first name of the secondary contact, if applicable. | string |
secondary_last_name | The last name of the secondary contact, if applicable. | string |
secondary_mobile | The mobile number of the secondary contact, if applicable. | string |
secondary_email | The email address of the secondary contact, if applicable. | string |
address | The street address of the customer. | string |
city | The city where the customer resides. | string |
state | The state abbreviation where the customer resides. | string |
zip | The postal code for the customer's address. | string |
county | The county where the customer resides. | string |
lat | The latitude coordinate of the customer's location. | string |
lng | The longitude coordinate of the customer's location. | string |
timezone | The time zone of the customer's location. | string |
details | Additional details about the customer. null if not provided. | string |
external_id | An external ID for the customer, if applicable. null if not available | string |
lead_source | The source from which the lead was generated. | string |
meta_data | Metadata associated with the customer, detailing the class, method, and other relevant data points. | object |
status_id | The status identifier for the customer. | integer |
lead_router_id | The identifier for the lead router, if applicable. null if not assigned | integer |
referral_id | The identifier for the referral, if applicable. null if not assigned. | integer |
deleted_at | The timestamp when the customer record was deleted, if applicable. null if not deleted. | string |
language | The language preference of the customer. | string |
unit_number | The unit or apartment number in the customer's address. | integer |
initial_contact | The identifier for the initial contact status. | integer |
deleted_by | The identifier for the user who deleted the record, if applicable. null if not deleted. | integer |
fullName | The full name of the customer, a combination of first and last names. | string |
id | The unique identifier for the customer. | integer |
created | The timestamp when the customer record was created. | string |
updated | The timestamp when the customer record was last updated. | string (YYYY-MM-DDTHH:MM:SS+00:00 ) |
fullState | The full name of the state where the customer resides. | string |
status_name | The name associated with the customer's status, if applicable. null if not provided. | string |
created_by_name | The full name of the user who created the customer record. | string |
created_by_email | The email address of the user who created the customer record. | string |
created_by_phone | The phone number of the user who created the customer record. | string |
creator | Details about the user who created the customer record. | object |
integrations | Integration details related to the customer. Integrations | object |
owner | Information about the owner of the customer record. | object |
office | An object containing information about the office associated with the customer or company. | object |
company | An object providing details about the company associated with the customer or office | object |
customer_notes | Notes or additional information about the customer. Empty if not provided. | string |
futureAppointments | A list of future appointments scheduled for the customer. Empty array if none are scheduled. | array |
customer_portal_url | The URL link to the customer portal. | string |
customer_google_drive_folder | The URL link to the customer's Google Drive folder. | string |
surveys | An object containing information about the different surveys associated with the customer or company. Each survey is represented as a nested object within surveys . | object |
loan_application_details | An object containing information about the customer's loan application status. | object |
Below is an example of the Customer Object
"customer": {
"company_id": 0000,
"office_id": 0000,
"creator_id": 00000,
"agent_id": 00000,
"setter_id": null,
"first_name": "FirstName",
"last_name": "LastName",
"email": "[email protected]",
"mobile": "0000000000",
"secondary_first_name": "",
"secondary_last_name": "",
"secondary_mobile": "",
"secondary_email": "",
"address": "123 Main St",
"city": "Huntington Beach",
"state": "CA",
"zip": "92605",
"county": "Orange County",
"lat": "33.660057",
"lng": "-117.998970",
"timezone": "America/Los_Angeles",
"details": null,
"external_id": null,
"lead_source": "Facebook",
"meta_data": {
"class": "App\\Http\\Controllers\\CustomerController",
"method": "in_app",
"function": "addCustomer",
"has_valid_email": 0,
"primary_sms_supported": 0,
"invalidEmailNotificationSent": 1
},
"status_id": -1,
"lead_router_id": null,
"referral_id": null,
"deleted_at": null,
"language": "en_US",
"unit_number": "",
"initial_contact": 0,
"deleted_by": null,
"fullName": "FirstName LastName",
"id": 0000000,
"created": "2024-08-09T15:26:39+00:00",
"updated": "2024-08-13T20:23:39+00:00",
"fullState": "California",
"fullAddress": "123 Main St., Huntington Beach, CA 92605",
"status_name": null,
"created_by_name": "Enerflo Admin",
"created_by_email": "[email protected]",
"created_by_phone": "(000) 000-0000",
"creator": {
"first_name": "Enerflo",
"last_name": "Admin",
"email": "[email protected]",
"phone": "0000000000",
"timezone": "America/Los_Angeles",
"id": 00001
},
"integrations": {
"Enerflo V2": {
"EnerfloV2Customer": {
"integration_record_id": "0ab00a00-0000-000a-000d-0cc000dc0000",
"record_type": "EnerfloV2Customer",
"enerflo_id": 000000,
"last_synced": "2024-08-09T15:26:39+00:00",
"updated_at": "2024-08-09T15:26:39+00:00",
"created_at": "2024-08-09T15:26:39+00:00"
}
}
},
"owner": {
"first_name": "Enerflo",
"last_name": "Admin",
"email": "[email protected]",
"valid_email": 1,
"phone": "1111111111",
"timezone": "America/Los_Angeles",
"is_active": 1,
"id": 00000,
"meta": {
"inactive": "0",
"solo_email": "[email protected]",
"intercom_id": "00c0caa0d0e00000000b0ae0",
"aurora_email": null,
"is_view_only": "0",
"allow_optimus": "1",
"notifications": {
"dealFeedEmail": "1"
},
"valid_email_ts": "2024-07-17 23:53:39",
"has_valid_email": 1,
"solo_email_3104": "[email protected]",
"sales_rep_license": null,
"can_create_customers": "1",
"primary_sms_supported": 0,
"can_create_manual_installs": "1",
"create_update_change_order": "1"
}
},
"office": {
"office_name": "Enerflo Office",
"office_id": 0001,
"office_city": "Huntington Beach",
"office_address": "1234 Main St.",
"office_zip": "92605",
"office_tz": "America/Los_Angeles",
"office_state": "CA",
"sms_number": "0000000000"
},
"company": {
"company_name": "Enerflo Solar",
"company_phone": "0000000000",
"company_address": "1234 Main St.",
"company_city": "Huntington Beach",
"company_state": "CA",
"company_zip": "92605",
"company_email": "[email protected]",
"company_timezone": "America/Los_Angeles"
},
"customer_notes": "",
"futureAppointments": [],
"customer_portal_url": "https://enerflo.io/us/A1BC01",
"customer_google_drive_folder": "https://drive.google.com/drive/u/1/folders/",
"surveys": {
"Enerflo Solar - v2 Manual Deal": {
"name": "Enerflo Solar - v2 Manual Deal",
"type": "sales",
"id": 0000000,
"install": {
"id": 0000000,
"status": null,
"created_at": 4429729,
"updated_at": 4429729
}
}
},
"loan_application_details": {
"lender": "N/A",
"application_status": "N/A",
"application_date": "N/A"
}
}
Updated 4 months ago