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bToken

cExternalId

professionId

productId

instantInquiryCreation

qasCustProfile

Result

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  • Error message will be returned.

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  • On Switch action: Redirect URL points to dashboard on Advisory Suite or landing page of Consult Direct.

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  • On Switch action: Redirect URL points to dashboard Customer information page on Advisory Suite or landing page of Consult Direct.

  • Customer is created or updated.

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(minus)

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(minus)

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  • On Switch action: Redirect URL points to dashboard on Advisory Suite or landing page of Consult Direct.

  • Profession Product is ignored.

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(tick)

(minus)

(tick)

(minus)

(minus)

  • On Switch action: Redirect URL points to dashboard Customer information page on Advisory Suite or landing page of Consult Direct.

  • Customer is created or updated.

  • Product is ignored.

(tick)

(minus)

(tick)

(minus)

(minus)

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  • On Switch action: Redirect URL points to the new consultation product page on Advisory Suite or product page of Consult Direct.

  • Consultation is created for the provided profession.

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(tick)

(tick)

(minus)

(minus)

(minus)

  • On Switch action: Redirect URL points to the new consultation product page on Advisory Suite or product page of Consult Direct.

  • Consultation is created for the provided profession.

  • Customer is created or updated.

  • Customer is attached for the consultation.

(tick)

(minus)

(tick)

(tick)

(minus)

(minus)

  • On Switch action: Redirect URL points to the new consultation overview page on Advisory Suite or product page of Consult Direct.

  • On Switch action: Consultation is created for the provided profession.

  • On Switch action: Inquiry is created for the provided product and created consultation.

(tick)

(tick)

(tick)

(tick)

(minus)

(minus)

  • On Switch action: Redirect URL points to the new consultation overview page on Advisory Suite or product page of Consult Direct.

  • On Switch action: Consultation is created for the provided profession.

  • Customer is created or updated.

  • On Switch action: Customer is attached for the consultation.

  • On Switch action: Inquiry is created for the provided product and created consultation.

(tick)

(tick)

(tick)

(tick)

(minus)

(tick)

  • On Switch action: Redirect URL points to the new consultation overview page on Advisory Suite or product page of Consult Direct.

  • On Switch action: Consultation is created for the provided profession.

  • Customer is created or updated.

  • On Switch action: Customer is attached for the consultation.

  • On Switch action: Inquiry is created for the provided product and created consultation.

  • On Switch action: Some questions from questionnaire are pre-populated.

(tick)

(minus)

(tick)

  • Error message will be returned.

(tick)

(minus)

(tick)

  • Error message will be returned.

(tick)

(minus)

(tick)

  • Error message will be returned.

(tick)

(tick)

(tick)

(tick)

(tick)

(minus)

  • On Switch action: Redirect URL points to the consultation overview page on Advisory Suite or questionnaire page of Consult Direct.

  • Consultation is created for the provided profession.

  • Customer is created or updated.

  • Customer is attached for the consultation.

  • Inquiry is created for the provided product and created consultation.

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

  • On Switch action: Redirect URL points to the consultation overview page on Advisory Suite or questionnaire page of Consult Direct.

  • Consultation is created for the provided profession.

  • Customer is created or updated.

  • Customer is attached for the consultation.

  • Inquiry is created for the provided product and created consultation.

  • Some questions from questionnaire are pre-populated.

...