Customers
Track the state and follow-up of lead/customer records.
Before you start
Use the account and workspace that own the records. This page does not include administrator configuration forms.
A reliable menu entry has not been confirmed for this page. Treat the route list in Technical reference as source evidence, not a tested navigation instruction.
Steps
Save changes / Save customer
- Open / on your own application domain.
- Complete these fields in that form: Business, Name, Phone, Email, Note. Their choices and limits are listed below.
- Select Save changes / Save customer. The exact label can change between creating and editing a record.
- If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.
| Field shown in the form | What to enter | Example / note |
|---|---|---|
| Business | Optional, unless this form asks for it. Choose No business. Enter a whole number. | Use the value appropriate to your test account; no preset is supplied. |
| Name | Required. No more than 255 characters. | Test record (use a unique value where required). |
| Phone | Optional, unless this form asks for it. No more than 80 characters. | Use the value required by the task; no example is assumed. |
| Optional, unless this form asks for it. Use an email address you control for a test. No more than 255 characters. | Use your controlled test inbox. | |
| Note | Optional, unless this form asks for it. No more than 1000 characters. | Use the value required by the task; no example is assumed. |
Fields shown in the interface
Only fields traced to this role’s handler and its own view are listed. The application can show separate create/edit forms; do not fill every row on one screen.
Form 1 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Business | Optional, unless this form asks for it. Choose No business. Enter a whole number. |
| Name | Required. No more than 255 characters. |
| Phone | Optional, unless this form asks for it. No more than 80 characters. |
| Optional, unless this form asks for it. Use an email address you control for a test. No more than 255 characters. | |
| Note | Optional, unless this form asks for it. No more than 1000 characters. |
Check the result
After a source-checked procedure, verify the same record in the same workspace. Check saved values, visible state and access with the intended test account. An external payment/message/provider action needs its own result check.
Problems and validation
| Problem | Next step |
|---|---|
| A field rejects the value | Check its named error, the form’s visible choices and the relevant limit. Do not substitute internal numeric codes for the displayed options. |
| The control is missing | Check role, plan, enabled app and current record state. Do not grant administrator access merely to complete a User task. |
| The saved result is unexpected | Reopen the same record and verify its owner/workspace before repeating the action. |
Technical reference
Role-scoped source references
Pinned commit: 5af0236c6d99c50079f5ab8b8fb035506634bd8d
Source-only route information
| Method | Source-default route |
|---|---|
| LIVEWIRE | / |