In the Navigation menu, selecting Customers opens the All Customers page to review customer records.
Search box: Type any customer name (or partial) and click Search to find a customer record.
Each customer is listed in a grid with a quick-access clickable dashboard of five key Work Event statuses and the current number of Work Events in each status.
[Customer Name]: These are clickable links to access the respective customer record.
- Details tab
- The Customer name and business phone number are shown here.
- The Edit button may be used to edit the Customer details.
- The Delete button may only be used to delete a Customer without any associated Work Event records.