Skip to main content

​
Customers

Use Customers when you need customer context, customer points of contact, or a list of engagements tied to a specific customer.

​
Who can use this area

The list page and detail page are separate concerns:
  • Customer list helps you find the right record
  • Customer details shows core information, points of contact, and linked engagements

​
What you can do on the customer list

On Customers, you can:
  • search by customer name
  • page through the directory
  • review customer contact counts and engagement counts
  • open a customer detail page
If your role also allows customer editing or deletion, the list can expose additional actions through the customer list controls.

​
What you can do on a customer detail page

The customer detail page brings together three things:
  • Basic information such as name, short name, and owning organization
  • Points of contact with email, phone number, and title
  • Engagement history with direct links into linked engagements

​
Manage points of contact

If you have edit access, use the customer detail page to:
  • open the Add POC dialog
  • enter the contact name, email, phone number, and title
  • remove an outdated contact from the same page
  • /dashboard/customers
  • /dashboard/customers/[customerId]