Customer Details

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.

  1. Details tab
    1. The Customer name and business phone number are shown here.
    2. The Edit button may be used to edit the Customer details.
    3. The Delete button may only be used to delete a Customer without any associated Work Event records.