Feature #8438
closedCustomer detail view
100%
Description
A dedicated page that shows all details about a customer.
Profile card
Cards for Contact info and Address, plus a Notes card.
Edit button → allows to modify customer details
Delete button → allows deletion guarded by confirmation
Files
BS Updated by Brian Jay Sio 25 days ago
- Target version set to Version 1.0 — Customers, Properties, Equipment
RM Updated by Richard Madamag 18 days ago
Create customer detail with information
add edit button for customer
add delete button with confirmation
added a tabs for related data with customer (properties, equipments, service calls, agreements)
RM Updated by Richard Madamag 18 days ago
- Status changed from To Do to UAT
RM Updated by Richard Madamag 18 days ago
- % Done changed from 0 to 100
JL Updated by Joy Llenos 15 days ago
- File Screen Recording 2026-10-01 at 6.01.15 PM.mov Screen Recording 2026-10-01 at 6.01.15 PM.mov added
- File Screen Recording 2026-10-01 at 6.06.52 PM.mov Screen Recording 2026-10-01 at 6.06.52 PM.mov added
- File Screenshot 2026-10-01 at 6.05.41 PM.png Screenshot 2026-10-01 at 6.05.41 PM.png added
QA'd this ticket:
Confirming that the user can view the details of the customer after clicking it's name. User can also edit its information in the 'overview' page but the properties, equipments, service calls, agreements are not editable in the customer module.
Though I cannot see the delete button even before and after editing the customer's details. Also I observed that the description under "Notes" can't be deleted. It can be edited but upon trying to delete all the words written to it, but it can't be deleted.
Please see attached videos and photos for your reference.
JL Updated by Joy Llenos 15 days ago
Joy Llenos wrote in #note-5:
QA'd this ticket:
Confirming that the user can view the details of the customer after clicking it's name. User can also edit its information in the 'overview' page but the properties, equipments, service calls, agreements are not editable in the customer module.
Though I cannot see the delete button even before and after editing the customer's details. Also I observed that the description under "Notes" can't be deleted. It can be edited but upon trying to delete all the words written to it, but it can't be deleted.
Please see attached videos and photos for your reference.
RM Updated by Richard Madamag 15 days ago
Testing Steps:
- Go to Customer page in the sidebar
- Click any record in the list
- It will go to Customer Details
- Observe if there is section for contact info, address, and notes
- check if there is edit and delete button in the customer detail
JL Updated by Joy Llenos 11 days ago
- File Screenshot 2026-10-05 at 5.09.47 PM.png Screenshot 2026-10-05 at 5.09.47 PM.png added
- File Screen Recording 2026-10-05 at 5.09.00 PM.mov Screen Recording 2026-10-05 at 5.09.00 PM.mov added
- Status changed from UAT to Complete
QA'd this again and confirmed that the "Delete" Button is now visible beside the "edit" button. I also can see a confirmation feature after clicking the "delete" button. Also confirmed that the customer is deleted after confirming the delete. Please see QA video and screenshot.
JL Updated by Joy Llenos 10 days ago
- Status changed from Complete to To Release
JL Updated by Joy Llenos 10 days ago
- Status changed from To Release to Complete