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Customer overview tab

The Overview tab is the home page for each customer record.

What you see​

  • Stats — job count, revenue, open invoices
  • Customer details — edit contact information
  • Payment terms — override org defaults for this customer
  • Email piping — customer-specific inbound address
Customer overview tab
Screenshot: Customer overview showing stats cards, editable details, and payment terms section. (App route: /dashboard/customers/[id]/overview)