Transferred-Customer Behavior
How transferred customers behave in filters, detail views, and edit protection across the tenant app.
Read articleCustomers help
Help for Customers in Work Planner.
Articles
Billing Request and Direct Debit Setup Flow
How to create, review, copy, resend, and replace the customer Direct Debit setup link through GoCardless.
Read articleCustomer Subscriptions Flow
How customer subscriptions work when GoCardless is available, including mandate requirements, subscription creation, and cancellation.
Read articleCommunication Actions
How the customer list uses selected customers for email, SMS, and document sending.
Read articleCustomer Detail View
How the customer detail view is organised, including stats, tabs, payment integration details, and related jobs, invoices, and activity.
Read articleEditing a Customer
How to edit a customer, including status changes, payment integration details, and what you can no longer change on transferred customers.
Read articleCreating a Customer
How to create a customer record, including source, address, contact details, primary email, and additional email handling.
Read articleCustomer Filters Popup
How to filter customers by status, source, payment integration, and business from the customer filters popup.
Read articleCustomer billing request flow
OverviewThis article explains when to use customer billing request flow, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appe
Read articleCreating a customer subscription
OverviewThis article explains when to use creating a customer subscription, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when you are addi
Read articleCustomer communication actions
OverviewThis article explains when to use customer communication actions, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action app
Read articleCustomer details
OverviewThis article explains what users can review and do from customer details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first view of
Read articleEditing a customer
OverviewThis article explains how to use editing a customer in Work Planner, including the main fields that shape how the customers record behaves once it is saved.When to use thisUse this article when an existing record
Read articleCreating a customer
OverviewThis article explains how to use creating a customer in Work Planner, including the main fields that shape how the customers record behaves once it is saved.When to use thisUse this article when you are adding so
Read articleCustomers list
OverviewThis article explains how to use customers list in the customers area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you need t
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