--- title: "Manage Customer" slug: "manage-customer-crescendo" updated: 2025-01-08T08:13:30Z published: 2025-01-08T08:13:30Z canonical: "help.symphonysummitai.com/manage-customer-crescendo" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Customer Upon creating a Customer, accessing Related Records across various Modules is streamlined through the edit functionality. On editing the Customer details, you gain a comprehensive view of associated records within the selected table for the module. Updating a Customer, comprises following steppers: - [General](/summit-platform/docs/manage-customer#general) - [Access Mapping](/summit-platform/docs/manage-customer-crescendo#access-mapping) - [Related Records](/summit-platform/docs/manage-customer-crescendo#related-records) ## Pre-requisites Add a Customer. For more information, refer to [Configure Customer](https://help.symphonysummitai.com/summit-platform/docs/configure-customer-crescendo). ## General The General stepper provides all the configured information related to the Customer such as Name, contact details, designation and more. These details can be updated according to the business requirement. To update the Customer, perform the following steps: 1. Log in as Super Admin or Administrator. 2. Navigate to **Platform Studio** > **Access Control Center** > **Customer**. 3. Select **Domain** and **Sub Domain** on Customer List page. 4. Click **Customer ID** hyperlink. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/customer id hyperlink.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A34Z&se=2026-10-31T14%3A39%3A34Z&sr=c&sp=r&sig=cW45z2OtfKEWhBypJEI039Usf3R%2B6BsQtmXm%2F7mOR9o%3D) Figure: Customer List 5. Customer Details screen is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/manage customer 2.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A34Z&se=2026-10-31T14%3A39%3A34Z&sr=c&sp=r&sig=cW45z2OtfKEWhBypJEI039Usf3R%2B6BsQtmXm%2F7mOR9o%3D) Figure: Customer Details Refer to the following table for action buttons: | Action Button | Description | | --- | --- | | Cancel | Select **Cancel** to return to customer list page. | | Update | Select **Update** to save the modification and a message is displayed as “Customer updated successfully" along with an option to “GO TO LIST“. | | Next | Select **Next** and navigate to **Access Mapping**. | ## Access Mapping Access Mapping will Map the Customer to Tenant or specific locations. However, this is not mandatory. Make the required changes and click **Next**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/customer details.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A34Z&se=2026-10-31T14%3A39%3A34Z&sr=c&sp=r&sig=cW45z2OtfKEWhBypJEI039Usf3R%2B6BsQtmXm%2F7mOR9o%3D)Figure: Access Mapping ## Related Records The Related Records stepper provides information about the Issues from the selected Module and Table . To view the Related Records, perform the following steps: 1. Select **Application** from the dropdown. 2. Select Module tab such as, Incident, Work Order, Service Request etc. Upon performing this action, a Table dropdown field is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/mange customer 3.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A34Z&se=2026-10-31T14%3A39%3A34Z&sr=c&sp=r&sig=cW45z2OtfKEWhBypJEI039Usf3R%2B6BsQtmXm%2F7mOR9o%3D) Figure: Customer Details 3. All the records from the selected form table for the Customer is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/edit customer(1)(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A34Z&se=2026-10-31T14%3A39%3A34Z&sr=c&sp=r&sig=cW45z2OtfKEWhBypJEI039Usf3R%2B6BsQtmXm%2F7mOR9o%3D) Figure: Edit Customer **How the records details are gathered for the Customer ?** Record details are gathered from the selected Table, which contain Customer field. So, when you view the Customer on Platform, all the records that contain with specific Customer are displayed here. > [!NOTE] > Note > > The Table (Main Form) must be configured a form control that collects data from users. For more information to configure Customer field, refer to [Single Choice](https://help.symphonysummitai.com/summit-platform/docs/single-choice-1). Upon configuring, navigate to Manage Service Requests. Analyst will be be able to view requests with Customer field. After configuring Customer on the Platform, select the Customer here. To achieve this, perform the following steps: 1. Configure Customer Field on Main Form **Manage Service Requests** in Form Designer. This is configured on the Form Designer > Select Main Form(Manage Service Requests) > Form control > Single Choice. > [!NOTE] > Note > > The customer on Form Designer should be configured with **Data Source** field as Table, and Table field as Customers. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/customer(6).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A34Z&se=2026-10-31T14%3A39%3A34Z&sr=c&sp=r&sig=cW45z2OtfKEWhBypJEI039Usf3R%2B6BsQtmXm%2F7mOR9o%3D) Figure: Customer Data Source on Form Designer 2. Add Customer in **Platform Studio** > **Access Control** > **Customer**. 3. Navigate to Service Management (Application) > Service Request > Mange Service Request. Select record and make sure Customer is assigned on the form. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/customer on form.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A34Z&se=2026-10-31T14%3A39%3A34Z&sr=c&sp=r&sig=cW45z2OtfKEWhBypJEI039Usf3R%2B6BsQtmXm%2F7mOR9o%3D) Figure: Customer Field on Record 4. To view the records with the specific Customer, navigate to Platform Studio > Access Control > Customers. Select Customer and view the records associated with that Customer on the **Related Records** stepper. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/edit customer(1) (1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A34Z&se=2026-10-31T14%3A39%3A34Z&sr=c&sp=r&sig=cW45z2OtfKEWhBypJEI039Usf3R%2B6BsQtmXm%2F7mOR9o%3D) Figure: Edit Customer