Customer 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
Overview
This 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 this
Use this article when you need a read-first view of the current record before editing it, communicating from it, or continuing the workflow.
How it fits into the flow
Customer details sits within Work / Customers. It is designed to work alongside related articles such as Creating a customer, Creating a customer subscription, Customer billing request flow, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the current values, linked records, and status information shown on the page.
- Use the available actions to move into edit, communication, confirmation, or follow-up steps.
- Treat this view as the main reference point before taking a more focused action elsewhere in the feature.
- Common on-screen actions include Go to, Edit, Create subscription, Cancel, View Setup Link.
Important fields
- Amount (£): Complete this value carefully before you save.
- Frequency: Choose the option that best matches the current record.
- Day of month (1–28): Complete this value carefully before you save.