Customer list and detail

Last updated: 2025–03-11

Use the customer list to find customers and open a customer to see their profile and applications.

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Customer list

From the main navigation, click Customers (or the equivalent in your menu). The list shows customers you have access to, often with:

• Customer name or identifier
• Email
• Other contact or profile fields
• Number of applications (if shown)

Use search or filters (if available) to narrow the list. Click a row to open the customer detail page.

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Customer detail

The customer detail page shows:

• Profile: Name, email, phone, and other stored customer data.
• Applications: A list of applications linked to this customer. You can open any application to go to its application detail.

Depending on your role and tenant settings, you may see additional actions.

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Email cleanse

Email cleanse checks or corrects the customer’s email (e.g. validation or hygiene). If your role has access:

1. Open the customer detail page.
2. Find the Email cleanse or similar action.
3. Run the action. The UI may show a result or updated email status.

Use this when you need to verify or update the email on file.

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Block customer

Blocking a customer restricts them from submitting new applications or from certain actions. If your role has access:

1. Open the customer detail page.
2. Find the Block customer or similar action.
3. Confirm. The customer is marked as blocked.

Unblocking (if available) is typically in the same area. Blocked customers may be filtered or highlighted in the list.