Self-Service Studio - View Records
Overview
In the View Records panel you have a complete overview of your debtors dataset. Also you can quickly check single customer information from here.
Delete a customer record
You can delete a customer record using the delete button
Accessing single customer detailed view
From the View Records panel, select the customer you want to access detailed view, then click 'view' 
In the single customer detailed view you will find:
- Unique Customer Self-Service Studio access URL. It can be provided to customers to let them access their Studio personal area through an ID&V process.
-
Customer's information summary, payments records, promises to pay and payment plans requests.
- List of all the accounts belonging to the same Customer ID.
Access customer's single account balance, payments and payment plans information through the 'View Details' 
button next to each of the customer's accounts.
Related Articles
Self-Service Studio - Overview
Self-Service Studio it's a portal that empowers your customer to make payments, set up arrangements or make a promise to pay. Organizations can generate campaigns files, that contain unique urls, that when clicked by customers in their SMS, Messaging ...Self-Service Studio - Import Records
Overview Through the Import Records section you can: Upload new dataset or update existing one; download sample and template files; export your current whole customer records. Check file history uploads and also create an export file for each of the ...Self-Service Studio - Settings
Overview Self-Service Studio allows you to configure the settings of your customer portal. Configure ID&V Choose what information the customer has to provide when logging in to their personal area. Enable or disable Promise to Pay and Payment Plans ...Self-Service Studio - Generate Campaign File
Overview The Generate Campaign screen l lets you segment your whole customers dataset and generate a customer targeted campaign file based on the range of values you specify in this panel's fields. Your campaign file will include: Customers' IDs ...Self-Service Studio - Payments
Overview The Payment Panel displays customers payments history. You can export a .csv file of the records. Access customers payments history From the Payments Panel you have an overview of all your customers' payments records such as transaction ...