Detail View

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


Actions

Available actions, subject to permissions, are:

Action Description
“EDIT” Button Edits this record.
“CREATE BANK ACCOUNT” Button Creates a Bank Account attached to this Customer.
“PAYMENT WIZARD” Button Starts the Payment Wizard.
“ECOMMERCE LINK” Button Click to define and generate Ecommerce Link. More Information


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.

Bank Accounts

Clicking on the ID of the Account will take you to the Record Detail of that Account.

Mandates

Clicking on the ID or the Reference (commonly known as AUDDIS) will take you to the Record Detail of that Mandate.

Cards

Clicking on the ID of the Card will take you to the Record Detail of that Card.

  • Last modified: 2023/07/12 15:49