User Manual >> Documentation >> Customers App >> Streamlined Layouts >> Detailed View

Detailed View

From any view in the left navigation panel of the Customers app, click on the More Details icon of a record.
You will navigate to the overview page of the selected customer.

Detailed View was last modified: May 7th, 2021 by operations

Customers App
Customer Management
> Create Customer
> Edit Customer
> Delete Customer
> Search Customer
> Customer Collaboration
> Bulk Actions
Streamlined Layouts
> Left Panel View
> Detailed View
User Manual >> Documentation >> Customers App >> Streamlined Layouts >> Detailed View
Detailed View
- From any view in the left navigation panel of the Customers app, click on the More Details icon of a record.
- You will navigate to the overview page of the selected customer.
Detailed View was last modified: May 7th, 2021 by operations
> Side Panel View
Data Portability
Simplified Trash Folder
Organized Reports
Notifications