Customers 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
Overview
This 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 this
Use this article when you need to find, review, search, filter, or open records before choosing a more focused action.
How it fits into the flow
Customers list 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
- Use the screen to review what is available in this area and move into the next focused step.
- Look for search, filter, or row actions that help you narrow down the records you need.
- Open the linked details, forms, or dialogs when you are ready to continue the workflow.
- Common on-screen actions include More Actions, New Customer, Clear Filters, Add Your First Customer.
Important fields
- Status: Look for input such as “Filter by status”.
- Payment Integration: Look for input such as “Filter by payment integration”.