Customers

Edit customer details

Every field is inline-editable, every change writes to the audit log.

View as Markdown

Open any customer and click a field to edit it. Changes save on blur or ⌘+Enter, and each write becomes an entry in the activity feed with the old value, the new value, and who made the change. CRM-synced fields show a small sync icon and a tooltip naming the source.

Field reference

FieldWhat it controlsNotes
nameDisplay name across the app, search, reportsRenaming does not change the display_id or any URLs
domainAuto-linking of new contacts whose email matchesLower-case, no protocol. Multiple customers can share one domain (see below)
ownerDefault assignee for new tasks, Workbench “My customers”Only workspace members can be set. Removed members fall back to the workspace owner
planFree-form label used by reports and filtersUse a short set of values. Reports group by exact string
statusactive, at_risk, churned, archivedSee at risk and churned for what each one triggers
tagsFree-form labels for groupingType to create, click suggestions to reuse
display_idNumeric ID in the URL (/customers/42)Read-only. Stable across renames and merges
Custom fieldsAnything your workspace has configuredSee tags and metadata

Bulk edits

When you want to update plan, owner, or tags across many customers at once:

  1. Open the Customers list.
  2. Filter to the set you want to change. Use the Workbench filters and views if the filter is one you’ll reuse.
  3. Tick the header checkbox to select the visible page, or Select all matching for the full filter.
  4. Click Edit selected in the toolbar. Pick the field, set the value, hit Apply.

The audit log records one entry per customer, not one per bulk action, so you can track who touched which record.

The gotcha: locked fields from CRM sync

If a field has a sync icon, your field mapping is overwriting it on every sync. Edit it in Pivotal and the CRM will stomp the value on its next run. Either fix it upstream in HubSpot or Stripe, or change the mapping for that field from Sync to Sync once.

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.