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 articleCustomers List
How to search, filter, open, and action customer records from the Customers list.
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