Customer list and detail

The customer list is where you find every customer your role gives you access to, check whether they’re blocked or allowed multiple applications, and jump into their application history. Use it when you need to look up a specific applicant, review their past applications, or restrict them from applying again.

Open it from Agent Dashboard by clicking Customers.

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Who sees which customers

What you see in the list depends on your role:

• Tenant Admin, Manager, or Auditor: you see all customers under your tenant, plus customers belonging to any of your sub-tenants.
• Subtenant Admin: you see only customers that belong to your own sub-tenant.
• Any other role (for example, an underwriter or analyst): you see only customers who have at least one application assigned to you.

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Customer list columns

Each row shows:

• ID — the customer’s internal identifier. Click it to open their application history (see below).
• First Name and Last Name
• Email
• Created At — when the customer record was created, shown in your tenant’s time zone.
• Multi App. — a switch showing whether this customer is allowed to submit more than one application using the same email address.
• Blocked — a switch showing whether this customer is blocked from applying.
• An arrow icon that opens the customer’s application history.

You can sort by ID, First Name, Last Name, Email, or Created At. The Multi App. and Blocked columns are not sortable.

If your role is Auditor, both switches are disabled — you can see the status but you cannot change it.

Searching

Type a name, email, or phone number into the search bar. The search looks for an exact match (case-insensitive) against first name, last name, email, or mobile number. If you type a number, it also matches the customer ID directly. If you type a full name with a space in it, the search tries each way of splitting it into a first name and last name and matches customers where both fields match exactly. Because matching is exact rather than partial, a search for “jon” will not find “Jonathan” — search the full name or email instead.

Filtering

Use the Blocked filter above the table to narrow the list to only blocked or only unblocked customers. Click Reset to clear the filter and any search term.

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Viewing a customer’s applications

Click a customer’s ID, or the arrow icon at the end of their row, to open a window listing every application linked to that customer. The window shows:

• App ID (a link to the full application detail page)
• Lead ID
• Applicant name
• Tenant ID
• Product
• Assigned reviewer
• Status
• Outcome

You can sort any of these columns except the action column. If the customer has no applications, the window shows “No applications found.” Click the App ID or the arrow icon on a row to go to that application’s detail page.

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Allowing or blocking multiple applications with the same email

The Multi App. switch controls whether a customer can submit more than one application using the same email address. Toggling it opens a confirmation dialog telling you whether you are enabling or disabling multiple applications for that customer’s email, and asks you to confirm before it takes effect.

Steps:

1. Open Customers from Agent Dashboard.
2. Find the customer and locate the Multi App. switch in their row.
3. Click the switch. Confirm the change in the dialog that appears.

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Blocking a customer

The Blocked switch prevents a customer from applying to any of your products using the email address on their record. The confirmation dialog is explicit about this scope: blocking stops new applications from that email, but the customer could still submit a new application using a different email address.

Steps:

1. Open Customers from Agent Dashboard.
2. Find the customer and locate the Blocked switch in their row.
3. Click the switch. The dialog title reads “Block {name}?” if they’re currently unblocked, or “Unblock {name}?” if they’re currently blocked.
4. Confirm. The switch and the customer’s status update once the action completes.

Unblocking uses the same switch — click it again and confirm.

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Worked example

An underwriter at Meridian Credit Union is reviewing a fraud alert on an applicant named Alex Rivera. She opens Customers from Agent Dashboard and searches alex.rivera@example.com. One matching row appears, showing the customer was created two weeks ago, Multi App. is currently on, and Blocked is off.

She clicks the arrow icon on the row to open the applications window. It shows two applications: one for a $15,000 personal loan in Credit Review, and an older one for a $5,000 personal loan marked Declined. Both list the same email.

Given the fraud alert, she clicks the Blocked switch. A dialog appears: “Block Alex Rivera?” with a warning that blocking stops new applications from alex.rivera@example.com, but that the applicant could still apply again with a different email. She confirms. The row now shows Blocked as on.

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Use case

A credit union’s operations team notices that one email address has been used to submit five personal loan applications in a single week, all with slightly different names. They open the customer record tied to that email, review the linked applications in the applications window to confirm the pattern, and turn off Multi App. to stop further applications from that email — or block the customer outright if they’ve already confirmed fraud, understanding the applicant could still return under a different email.

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Best practices

• Use the Multi App. switch when you want to stop repeat applications from a single email without fully blocking the customer — for example, while an existing application is still under review.
• Use Blocked when you’ve decided the customer’s email itself should not be able to submit new applications at all.
• Remember blocking only restricts the specific email on the customer record — it does not stop the person from applying with a different email.
• Before blocking or changing Multi App. status, open the applications window to confirm you’re looking at the right customer and to see their full application history.
• If you have the Auditor role, use the list to review customer status, but expect to hand off any blocking or Multi App. changes to a role that can edit them, since the switches are disabled for Auditors.
• When searching, use the full name, full email, or phone number — partial text will not match.

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Unclear or not covered by source

• Whether there is a dedicated customer profile/detail page beyond the applications window, and what other profile fields (phone, address, etc.) it might show.
• What happens if you try to block a customer who has no email on file, or whether blocking has any effect on in-progress applications rather than just new ones.
• Whether a standalone “add customer to blocklist by email” form is available anywhere in the current product — a form for this exists in the codebase but is not wired into the visible customer list page.
• Default values for sortBy, sortOrder, and page size when none are specified.