Detail View

The detail view is made up of the record's Details Tab, Email Tab, History Tab, Old Webhooks Tab and the Related Lists of associated records.


Actions

Available actions, subject to permissions, are:

Action Description
“EDIT” Button Edits this record.


Field Description
“Customer” If this record is associated with a Customer then a clickable link to that Customer Detail will be displayed in this field.
“Bank Account” The Account associated with this Credit is displayed as a clickable link to that Account Detail record.
“File Upload” If this record was created by the File Submission process then a clickable link to that File Upload Detail will be displayed in this field.


The Email tab shows any emails that have been sent out for the record.

To see more information on filtering by time, please click here


The History tab shows activity for the record.

To see more information on filtering by time, please click here


Clicking on a History ID will take you to the History record.

The history record shows information on the change and any outbound messages linked to the history

Clicking on a Outbound messages ID will take you to a filtered view of the Event's Subscription.


The Old Webhooks tab shows any Webhooks, before subscriptions were introduced, that have been sent out for the record.

To see more information on filtering by time, please click here

File Submissions

Clicking on the File submission ID will take you to the Record Detail of that File Submission.

  • Last modified: 2023/03/16 10:46