Customers Fields
This topic describes the fields and definitions on the Customers workspace.
Card Part Fields
Copy to come.
Card Part Actions
| Button | Description |
|---|---|
| Save | Copy to come. |
| Revert | Copy to come. |
| 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.
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| 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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