Customers Fields
This section describes the fields and actions on the Customers workspace.
Card Part Fields
Card Part Actions
| Button | Description |
|---|---|
| + New Customer | Copy to come. |
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Click this icon to refresh data in the current workspace. |
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Click to display the list view.
Click to display the detailed view. |
| Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
| Revert | Click this action button to undo changes made to the current record, or to any of its lines. |
| Submit | Click this action button to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
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| Approve | Click this action button to approve the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
|
| Reject... | Click this action button to reject the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies.
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| Other Actions | In the Customers tab, this drop-down list includes the following actions:
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