The customer page shows the customer details and notes on the left, and four tabs on the right: Collection orders, Messages, Documents and Paylinks.
Left column: customer details
| Part | Meaning |
|---|---|
| Initials, name, customer number | The customer number has a Copy button. |
| {n} open tasks | Badge below the customer number when there are open tasks for this customer. See The task overview. |
| Clock icon | Opens History with all changes to the customer details. See Viewing a customer's change history. |
| Sparkles icon | Generate an AI summary of recent activity. See Generating an AI summary of a customer. |
| Pencil | Opens Edit customer information. See Editing customer information. |
| DATE OF BIRTH, PHONE NUMBER, EMAIL, LANGUAGE, ADDRESS | Empty fields show "Not provided". |
| CONSENT | Icons for calls, SMS, email, mail and home visits. See Recording contact permissions. |
| Show more information | Also shows PHONE NUMBER 2, EMAIL 2 and ADDRESS 2. The button then changes to Show less information. |
| Notes | Notes from staff and system messages. The portal adds a system message itself for actions such as postponing or cancelling; these texts are in English. See Adding a note to a customer. |
Right column: tabs
| Tab | Content |
|---|---|
| Collection orders | All collection orders of the customer, with filter tiles All, Outstanding, Ended without payment, Paid. See Viewing a customer's collection orders. |
| Messages | All sent messages, with filter tiles All, Email, Letter, SMS. See Viewing a customer's messages. |
| Documents | Documents that belong to the customer. |
| Paylinks | Paylinks created separately. See A customer's documents and paylinks. |
Each tab shows the number of items. At the top right is the send icon that you use to send a message. See Sending an informational message (letter, email or SMS).
Good to know
- The URL of a customer page is
/customers/{customer number}; you can share it with a colleague. - Customers you open appear under Recently visited customers on the dashboard.