The document defines the functional and validation requirements for EvenFlow’s customer profile handling and appointment confirmation flow across multiple dealer management system (DMS) integrations. It specifies UI behavior for new and existing customers, including a Personal/Business type switch, field editability, consent checkboxes, and the Appointment Communication Number selection. It outlines general rules for new‑customer data (required fields, whitespace handling, duplicate detection, DMS sync failure handling) and for existing‑customer updates (validation limited to DMS‑specific constraints, read‑only inline fields, edit‑dialog workflow). Detailed validation matrices are provided for each supported DMS (Dominion, Tekion, Automate, Reynolds, Dealertrack, DealerBuilt (legacy and new), Fortellis, Xtime), covering required/optional status, field length limits, mapping, and special business rules (e.g., company name handling, field clearing restrictions, customer‑type determination). Impact areas, risks, and ancillary UI changes (company name display, screen‑settings toggles, consent handling) are also listed. The specification serves as a blueprint for developers, QA, and product owners to implement consistent customer data handling and ensure reliable synchronization with the various DMS back‑ends.
Topics
Personal/Business Switcher Logic for New vs. Existing Customers
Defines the UI switcher on the Confirmation page, default values, visibility, and behavior when toggling between Personal and Business profiles for new customers, including preservation of hidden field values.