Additional Functions

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Note: Customers can only be viewed, deleted and created by organizational users who have been granted relevant permissions

Right clicking on a customer's row open up the action menu, that lists down several options available for the customer.

Validation Status

Hovering over this option opens up the Validation Menu, which allows user to see what fields on the customer are triggering a validation status warning. In case customer is validated, the menu will inform user that the customer is compliant with validation requirements.

Information Sheet

The Information Sheet option opens a generated summary report for that customer in a new browser tab — a snapshot of their revenue, billing details, contacts, and notes.

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Note: This option is only available to users granted the relevant permissions for customer reports.

The sheet includes:

• Revenue Summary tiles — Revenue YTD, Revenue Prior YTD, Revenue Last 12 Months, and Lifetime Revenue.
• Customer Information — contact and billing basics, plus (where permitted) the customer's Discount, Terms, Credit Limit, Account Balance, and Average Days To Pay.
• Billing Information — bill-to name/address, Enviro Fee and Damage Waiver status, Tax Exempt #, and insurance details (an expired insurance date is highlighted in red).
• Last 12 Months Revenue and Yearly Revenue tables, broken down by rental vs. sales revenue, contract count, and average contract amount/length.
• Contacts — the customer's contacts, with an option to include inactive ones.
• Notes — the customer's notes, filterable by note type.

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Some fields (Discount, Terms, Credit Limit, Account Balance, Average Days To Pay) are restricted to users with the relevant permission. Without it, these fields show a Restricted chip instead of their value, and a "Some fields are restricted" notice appears at the top of the sheet.

An As Of date and an Include Inactive Contacts toggle filter the sheet. Changing either one automatically regenerates the sheet after a brief pause — there's no need to click anything. A Refresh button next to the filters is still available for an on-demand reload, and a download menu lets you export the sheet as JSON or PDF.

Delete

The delete option allows for deleting the customer. On clicking the button, the user will be prompted with a confirmation message. User can choose to proceed or abort the deletion.