Customer View
The customer view shows all relevant information about a single customer. Use the tabs to switch between the overview, contacts, documents, and the timeline. From here, you manage customer data, linked properties, and associated documents in one central place.
Tabs
Overview
The dashboard shows a list of assigned properties and the general customer information. You can edit the customer data directly from the sidebar.
Contacts
The contacts table shows all contact persons and customer-to-customer links. You can create new links, assign roles, and set a primary contact.
Documents
Invoices and quotes for the customer are displayed in separate tables. This tab is only visible if you have the View documents permission and the billing package is active.
Timeline
The activity log shows all customer-related activities in chronological order — creation, changes, links, deals, and manually added notes. The timeline automatically loads more entries as you scroll down.
Customer Access
In the Customer access section, you can assign a customer their own portal login. This gives the customer access to their assigned properties. If you clear the username, the access is deactivated.
Good to Know
- Only one primary contact can be set per business customer. If you assign a new primary contact, the previous one is automatically unset.
- Links between customers work in both directions — regardless of which side you create the link from, it appears for both customers.
- The timeline automatically logs all changes. Field changes are recorded in detail (previous and new value).
- When you archive a customer with customer access, the linked account is automatically deactivated. When you restore the customer, it is reactivated.
Permissions
To use this page, you need the View customers permission. Contact your administrator if you do not have access.
| Action | Permission |
|---|---|
| Edit customer data | Edit customers |
| Archive customers | Archive customers |
| Delete customers | Delete customers |
| Show documents tab | View documents |
| Manage links | Edit customers |
| Manage customer access | Edit customers |
Related Pages
- Customer List — Back to the customer overview
- Property List — List of all properties