Detail View

The detail view is made up of two sections, the main section that contains the record detail, and the related lists that contain records related to this record.


Actions

Available actions, subject to permissions, are:

Action Description
“EDIT” Button Edits this record.
“SEND WEBHOOK” Button Will send out a Webhook - if a “Portal” “Credit” “Read” Webhook Subscription has been setup.


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 Submission” If this record was created by the File Submission process then a clickable link to that File Submission Detail will be displayed in this field.

Webhooks

Clicking on the View link will take you to the Record Detail of that Webhook.

History

  • Last modified: 2021/07/27 15:29