Save into a customer profile
Save form details against a customer record and create the profile if it does not exist.
Use this when a form submission should become part of the customer's record.
This is useful for trade applications, onboarding forms, and account requests.
What this setting does
When Save details into a customer profile is enabled, Roadmap saves the submitted details against the customer.
If the customer profile does not exist yet, it is created.
Screenshot placeholder: Form settings with Save details into a customer profile enabled inside Advance Settings.
Enable customer profile saving
When to use it
Use this setting when you want to:
keep application data tied to the customer
create a profile from a submitted form
reuse form data later in support or sales workflows
Good setup habits
Include a reliable customer identifier in the form.
Keep field names consistent across related forms.
Test with a new submission after changing the field list.
Troubleshooting
The customer profile was not created
Check these first:
the setting is enabled
the form changes were saved
the submission included enough data to identify the customer
The wrong details were saved
Review the form fields and run a fresh test submission.
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