Person "Overview" tab


Follow the steps below to activate the Overview tab on your customer cards.

Note! To activate this, your role needs the "Staff - Roles" right.

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  1. Go to Configuration > Staff and resources > Roles

  2. Click on the role you want to activate the Overview tab on. Scroll down and check the "Person overview tab" box

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Click to expand



Unfreeze, freeze and cancel subscriptions from the Overview tab

How to activate

It is possible to freeze, unfreeze and cancelling your customers' subscriptions from the overview tab. Follow the steps below to activate this feature:

  1. Go to Configuration > Staff and resources > Roles

  2. Click on a role, scroll down and check the "Next generation wizards" box

  3. Click on the pen in under "Next generation wizard options" to add the features

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How to use

From the person Overview tab in Back Office, click on the three dots next to the customer's subscription. From there you will have the option to freeze, unfreeze or cancel the subscription.

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Click here to read more about settings that change the behavior of cancelling, freezing or unfreezing the subscriptions.


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