Toolbar Actions in Customers Page

Overview

The toolbar in the Customers page of AR Remittances provides actions for searching, enrolling or unenrolling customers, tagging, filtering, customizing columns, and exporting customer records. Each action supports efficient data access and workflow management.

Note: Features such as Relaxed Matching Domains and Customer Summary Line that exist in some AP workflows are not available in AR Remittances and are intentionally not described here.

1. Search Customers

The search box efficiently locates customers by name, keywords, or other identifying information. As you type, the table updates in real time to display matching customers.

How to Search for Customers:

1. Locate the search field at the top of the Customers tab.

2. Click into the search box and begin typing a customer name, ID, or any relevant keyword.

3. The list of customer records will dynamically filter to display only those that match your entry.

4. To clear the search and return to the full customer list, delete the text from the search field.

Figure 1. Customer Search Box

Tip: For broader results, use partial names or terms (for example, typing Tech will match all customers with “Tech” in their name).

Note: The search applies across all visible and filterable columns, depending on your current view settings.

2. Enroll or Unenroll Customers in SmartFlow Skills

The Enroll/Unenroll tool controls a customer’s participation in SmartFlow Skills (for example, AR Remittances).

When a customer is enrolled, SmartBot automation is applied to emails from known contacts. SmartBot can:

• Create Review Tasks

• Detect intents (such as payment status, remittance advice, record updates, short pay)

• Extract key values

• Generate draft replies and attachments

• Apply labels and notes

• Route work using task‑distribution rules

When a customer is unenrolled, this automation is disabled: emails are still visible (and may create a basic task), but no intent detection or draft generation occurs, and responses are handled manually.

How to Enroll or Unenroll Customers:

1. Select the customers to enroll/unenroll by checking the boxes beside their customer names in the table. You can select one, several, or use bulk select for all filtered customers.

2. Click the Enroll/Unenroll Skill icon in the toolbar (the second icon from the left with interconnected lines).

3. In the Select Skill to Enroll or Unenroll dialog, you will see a list of available automation skills:

   • To enroll customers, check the box next to the skill name.

   • To unenroll customers, uncheck the box.

   • You can make changes for multiple selected customers at once.

4. Click Apply to confirm your changes:

   • If you enrolled customers, their status updates from Unenrolled to Enrolled.

   • If you unenrolled customers, their status updates from Enrolled to Unenrolled.

Figure 2. Selecting Customers to Bulk Enroll or Unenroll

Figure 3. Enroll/Unenroll Skill Dialog – Automation Option

Note:

• Only available skills are shown in the dialog.

• Bulk actions affect all selected customers.

• Use the page selection and filters to efficiently target the correct set of customers.

3. Tag Customers

Tags help categorize, group, and filter customers for improved management and workflows. Apply one or more tags to your selected customers and manage tags as your needs change.

How to Tag Customers:

1. Select the customers to be tagged using the checkboxes next to their names.

2. Click the Tag icon in the toolbar (the fourth icon, shaped like a price tag).

3. In the Tag as dialog:

   • Type in the search box to filter and select existing tags.

   • Click Add New Tag to create a new tag if needed.

Figure 4. Tag Dialog with Search and Add Tag Options

4. To add a new tag, enter your desired tag name in the field provided in the New Tag dialog, then click Add & Apply to assign it to the selected customers.

Figure 5. Add a New Tag Dialog

5. If you need to manage tags (edit or remove), click Manage Tags to open the tag management window. Here you can:

   • Edit a tag name by clicking the pencil icon.

   • Delete a tag by clicking the trash bin icon.

   • Add new tags any time with the Add New Tag button.

Figure 6. Tag Management Dialog

6. After confirming, the tag(s) will appear in the customer records and may be used as a filter or reporting field.

Tip: Tags make it easier to categorize customers for audits, special projects, risk monitoring, and compliance tracking. Use meaningful, standardized terms for best results.

4. Filter Customer Records

Filtering lets you narrow the customer list by specific criteria, enabling faster navigation and targeted actions.

How to Filter Customers:

1. Use the row of filter fields directly above the customer list.

2. For each column (for example, Customer Name, Customer ID, Enrolled, Entity, Category, Tags):

   • Click the drop‑down arrow to choose a filtering operator (such as contains, in, or not in).

   • Enter or select a value to use as a filter.

3. As you input filter criteria, the table updates to only the records matching your filters.

4. Clear any filter field or reset to view the full customer list.

Figure 7. Filter Fields Above Customer Table

Table 1. Common Customer Table Filter Fields

Tip: You can combine multiple filters for more precise targeting. For example, filter by Category = “Enterprise” and Enrolled = “Yes” to show all enrolled enterprise customers.

Note: Filters work in real time and can be added or removed as needed. They apply to the data set currently loaded in your view.

5. Customize Table Columns

You can personalize the customer table to display only the columns you need for your workflow. This helps you focus on the most relevant data and streamlines navigation, especially with large datasets.

How to Customize Customer Table Columns:

1. Click the Edit Columns icon in the toolbar (three vertical bars).

2. The Edit Columns panel appears, listing all available customer columns.

3. Use checkboxes to show or hide columns:

   • Checked columns appear in your table view.

   • Unchecked columns are hidden.

   • Some core fields, such as Customer Name and Customer ID, may be mandatory and always visible (shown with a lock icon).

4. Use the search box at the top of the panel to quickly find a column by name.

5. When finished, click Apply to update your table view. To revert to the default column arrangement, click Restore Default.

Figure 8. Edit Columns Panel

Note: Column visibility is saved to your profile and affects only you (not other users), regardless of role; it also persists across sessions.

Tip: Customize columns based on your current task (for example, show Tags and Status for audits, or Email and Contacts for communication workflows).

6. Export Customer Records

You can export customer records to a CSV file for offline review, sharing, compliance audits, or further analysis. The export reflects your current table view, including active filters and visible columns.

How to Export Customer Records:

1. You can export the customer records as they appear in the default view, or apply any desired filters or column customizations in the customer table before exporting.

2. Click the Export Customers icon in the toolbar.

3. The system generates and downloads a CSV file containing all customers currently displayed in your view.

Note:

• Only the data currently shown in the table (with all applied filters and column customizations, if any) will be included in the export.

• Exported files can be opened in spreadsheet applications (such as Microsoft Excel).

Tip: Use filters and columns to target and export just the records you need, or export the entire list as shown in your view.

7. Select Entity

The Entity selector lets you switch between different legal entities or business units. The customer list, filters, and actions in the Customers tab are scoped to the entity you choose, so you always work with the correct set of records.

How to Select an Entity:

1. Locate the Entity dropdown field near the top of the Customers tab (to the right of the search box).

2. Click the Entity field to open the list of available entities.

3. Scroll or type to find the desired entity.

4. Click an entity name to select it.

5. The Customers table refreshes to show only the records associated with the selected entity.

Figure 9. Entity Selector in the Customers Toolbar

Note: All actions you perform (such as enrolling customers, tagging, filtering, and exporting) apply only to the customers belonging to the currently selected entity.

Tip: Switch entities before applying filters or exporting data to ensure you are working with the correct organization or region.