Self-Service Studio - View Records

Self-Service Studio - View Records


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:
  1. 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.
  2. Customer's information summary, payments records, promises to pay and payment plans requests.

  3. 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.

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