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Customers

Customer List Screen​

Screen Overview​

The Customer List screen provides a searchable, filterable directory of all customers in the BluSKY system. It enables users to quickly locate customers, open their records, and perform management actions such as create, edit, delete, or print-friendly expansion. The screen displays a concise grid by default and can show an expanded, audit-focused view for detailed review.

Field Definitions​

Field LabelDefinitionNotes
Search TextFree-text search entry used to find customers by name or partial name.Not case-sensitive. Leave blank to return results based on the View filter only.
ViewDrop-down filter for record scope (e.g., All Active).Default is All Active; available options depend on permissions and system configuration.
Customer CountRead-only indicator of the number of customer records returned by the current filter.Updates after Submit. Shows “0” if no matches.
Selection CounterRead-only indicator showing how many rows are selected in the current page (e.g., “1/50 selected”).Appears when row selection is enabled; some actions require a selection.
CustomerCustomer name shown as a link in the grid.Click to open the selected customer’s record.
Customer NumberCustomer’s unique identifier or reference number.May include numeric or alphanumeric values (e.g., “INT”).
AddressPrimary address for the customer.Displayed as a single formatted line.
RegionGeographic region associated with the address.Read-only.
CountryCountry associated with the address.Read-only.
IntegratorService provider or integrator associated with the customer.Read-only.
Row SelectorCheckbox used to select one or more rows for actions.Needed for View, Edit, and Delete toolbar actions.
PaginationNavigation control displayed at the bottom of expanded lists to move between pages.Shown in the Expanded view; page size is system defined.
Company (Expanded)Company name associated with the customer (appears in Expanded view).Read-only; included for audit/summary purposes.
Deleted (Expanded)Flag indicating whether the customer is marked as deleted (appears in Expanded view).Read-only.
Date Inserted (Expanded)Timestamp when the customer record was created (appears in Expanded view).System-generated, read-only.
Inserted By (Expanded)User who created the customer record (appears in Expanded view).Hyperlink to user/person record when available.
Date Updated (Expanded)Timestamp of the most recent update (appears in Expanded view).System-generated, read-only.
Updated By (Expanded)User who last updated the record (appears in Expanded view).Hyperlink to user/person record when available.
Date Deleted (Expanded)Timestamp when the record was deleted, if applicable (appears in Expanded view).Blank for active records.
Deleted By (Expanded)User who deleted the record, if applicable (appears in Expanded view).Blank for active records.

Screen Actions and Functions​

  • Submit – Executes search using Search Text and View filter.
  • Reset – Clears Search Text and returns View to its default (e.g., All Active).
  • Create – Opens the customer creation form.
  • View – Opens the selected customer’s record in read-only mode.
  • Edit – Opens the selected customer for modification.
  • Delete – Soft-deletes the selected customer(s) when permitted.
  • Expand – Displays a print-friendly, audit-focused list with additional columns and pagination.
  • Open by Link – Click a value in the Customer column to open that customer’s record.

Usage Instructions & Examples​

How to Find a Customer

  1. Enter part or all of the customer name in Search Text.
  2. Choose a View filter (e.g., All Active).
  3. Click Submit. Review the results and the Customer Count.

How to Open a Customer

  1. Locate the customer in the grid.
  2. Click the Customer link, or select the row and click View.

How to Create a New Customer

  1. Click Create.
  2. Complete the required fields in the customer form.
  3. Save. The new customer appears in the list and the Customer Count increases.

How to Edit or Delete a Customer

  1. Select exactly one customer row for Edit or one or more rows for Delete.
  2. Click Edit to modify and save changes, or click Delete to soft-delete the selection.

How to Review an Audit-Friendly List

  1. Apply search/filter criteria as needed.
  2. Click Expand to open the print-friendly, paginated list with audit columns.
  3. Use pagination links at the bottom to navigate between pages.

System Behaviors and Edge Cases​

  • The grid is read-only; modifications occur via Edit or through the linked customer record.
  • If no records match the criteria, the grid displays no rows and Customer Count = 0.
  • View/Edit require exactly one selected row; Delete may allow multi-select based on permissions.
  • Expand shows additional columns (Company, Deleted, Date/By audit fields) and provides page navigation links.
  • Reset clears Search Text and reverts the View filter to its default.
  • Clicking a Customer name navigates to that record; browser back returns to the list with prior filters retained.
  • Deleted records (when visible via filter) are non-editable and marked by the Deleted flag in the Expanded view.

Permissions​

  • View access to the Customer List is typically granted to Global Administrators, Integrator Administrators, and authorized Tenant Administrators.
  • Create and Edit require a customer management permission (e.g., ManageCustomers).
  • Delete requires a higher-level delete permission (e.g., DeleteCustomers) and may be restricted to integrator/global roles.
  • Expand is available to any role that can view the list.

Linked Workflows​

  • From an opened customer record, administrators commonly proceed to manage related entities such as Sites/Facilities, People/Users, and hardware or service configurations.
  • Customer records may also be referenced in reporting and audit workflows.