---
title: "Customer Profile: Overview Tab"
url: "https://help.psarev.io/en/article/customer-profile-overview-tab"
language: "en"
last_updated: "2026-08-11T13:01:25.015Z"
---

# 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.

![](https://cdn-assets.productfruits.com/023dfbf7-0a78-4b2f-89a4-cc552aaffacc)

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### **Areas on the Customer Profile**

For information on other areas of the Customer Profile screen, see the related articles. 

-   [Customer Profile: Header](https://help.psarev.io/en/article/customer-profile-header)
-   [Customer Profile: Service Tab](https://help.psarev.io/en/article/customer-profile-service-tab)
-   [Customer Profile: Billing Tab](https://help.psarev.io/en/article/customer-profile-billing-tab)
-   [Customer Profile: Quotes Tab](https://help.psarev.io/en/article/customer-profile-quotes-tab)
-   [Customer Profile: Quick Actions](https://help.psarev.io/en/article/customer-profile-quick-actions)
-   [Customer Profile: Stage](https://help.psarev.io/en/article/customer-profile-stage)

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### **Tabs in the Overview Section**

For information on tabs in the *Overview* section of the Customer Profile screen, see the related articles. 

-   [Customer Profile: Overview Section - Summary Tab](https://help.psarev.io/en/article/customer-profile-overview-section-summary-tab)
-   [Customer Profile: Overview Section - Billing Information Tab](https://help.psarev.io/en/article/customer-profile-overview-section-billing-information-tab)
-   [Customer Profile: Overview Section - Contacts Tab](https://help.psarev.io/en/article/customer-profile-overview-section-contacts-tab)
-   [Customer Profile: Overview Section - Portal Users Tab](https://help.psarev.io/en/article/customer-profile-overview-section-portal-users-tab)
-   [Customer Profile: Overview Section - Journal Tab](https://help.psarev.io/en/article/customer-profile-overview-section-journal-tab)
-   [Customer Profile: Overview Section - Related Accounts Tab](https://help.psarev.io/en/article/customer-profile-overview-section-related-accounts-tab)