Customer Profile: Overview Tab
The Customer Profile screen contains relevant details for the selected customer. Fields shown in the profile can vary based on the data entered on customer creation or over time. If a field is left blank while editing the customer profile, it will not appear in the customer profile section. The Overview tab contains general information about the customer, including summary details, billing information, contacts, portal users, and journal entries.
| Customers can be managed in both Rev.io PSA and Rev.io Billing. See the Managing Customers in Rev.io Billing for Use in Rev.io PSA article for more information. |
Areas on the Customer Profile
For information on other areas of the Customer Profile screen, see the related articles.
- Customer Profile: Header
- Customer Profile: Servicing Tab
- Customer Profile: Billing Tab
- Customer Profile: Opportunities Tab
- Customer Profile: Quick Actions
- Customer Profile: Stage
Tabs in the Overview Section
For information on tabs in the Overview section of the Customer Profile screen, see the related articles.